WorthyNest® is an independent financial advisory firm that serves families in greater Saint Louis, MO and nationally.
Planning for the future isn't easy. We help conscientious parents grow, protect, and share wealth.
Providing holistic financial planning and investment services to faith-filled families isn’t work. It’s our calling.
What sets us apart from other advisors?
Learn more about how we work as a fee-only, fiduciary firm.
AS SEEN IN...
When it comes to finances, do you wonder ...
If you're making smart financial decisions?
How to ensure your family is financially secure for the long-haul?
If there are ways to invest that align with your value system?
How to minimize taxes?
Which methods are optimal to meet charitable goals?
WorthyNest® is here for you.
We answer the above questions and others.
We work with each client to develop a highly customized financial plan.
We create “aha moments” for clients previously stuck in an old pattern of thinking.
We are EMPATHETIC AND RATIONAL WHEN EMOTION OVERPOWERS YOU.