Helping parents build wealth without contradicting their values isn’t work. It’s our calling.

WorthyNest® is an independent, fiduciary wealth management firm based in St. Charles, MO that serves U.S. families nationally. We always put our clients’ best interests first, and our only compensation comes from a transparent fee (aka “fee-only”).


 

Our Professional Associations


Do you ever ...

  • Feel worried and stressed about finances?

  • Wonder how long until you’re financially independent?

  • Have anxiety over rising college and healthcare costs?

You're not alone. And the truth is, you don't have to live this way. There's a more promising path. You:

  • Stop living in survival mode  

  • Become intentional about every dollar saved, shared, or spent  

  • Use your unique gifts to help others

  • Don’t sweat the small stuff  

WorthyNest® redefines what it means to be wealthy by:  

  • Taking commonly held beliefs about money and challenging them  

  • Guiding parents through life’s transitions

  • Relying on both technical expertise and empathy to solve client’s problems  


Real financial planning

Where values and money intersect

 

How does your financial outlook impact your ability to build wealth?

Gain insights with a quick test based on research from thomas stanley’s book, MILLIONAIRE next door.

 
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