Who We Are

WorthyNest® is an independent, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach. Our company’s four core values include:

Generosity - being great stewards of time, talent, and treasure

Integrity - taking an honest and ethical approach

Value - constantly aiming to create value for clients

Excellence - holding ourselves to the highest standards

WorthyNest® Client Profiles

Our 5-Step Process

Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. WorthyNest® takes a unique 5-step approach to create a holistic financial plan:

1. Identify your family values and goals

2. Develop a cash flow analysis and statement of financial net worth

3. Evaluate whether you’re on track to achieve goals

4. Ask the right follow-up questions

5. Monitor progress through ongoing touchpoints

FREQUENTLY ASKED QUESTIONS

How is WorthyNest® different from other advisory firms?

There are five important aspects that distinguish us from other advisory firms:

1.    Fee-Only Fiduciaries

We sign an oath to provide customized advice in our client’s BEST interest, and our only source of compensation is a transparent fee. Learn more about the difference between fee-only fiduciaries and other financial advisors in this video.

2.    Values-Driven

We take values quite seriously around here. For Christian and Catholic clients specifically, we offer a faith-based investment portfolio.

3.    Experienced, Trustworthy Advisor

We’ve invested in industry-leading technology and professional development to help our clients get clear answers to their complex problems. WorthyNest® founder Deb Meyer obtains at least 40 hours of continuing education each year as a Certified Public Accountant and 15 hours annually as a CFP®. She was also recognized as an AICPA 2018 Standing Ovation award recipient for excellence in personal financial planning. Learn more about Deb here.

4.    Location Independent

We serve clients across the U.S., leveraging video conference tools if located outside our geographic area of Babcock Ranch, FL.

5. Selective

The number of new clients is limited to ensure we deliver incredible value and extremely personalized service.

Why should I hire your firm?

WorthyNest® guides parents through important financial decisions using a values-based financial planning approach so they can steward resources well.

Entrepreneurs work with us to have a single, trusted resource who can integrate business and family financial goals with an eye toward tax mitigation.

Parents nearing retirement seek our guidance on Social Security timing, health and long-term care insurance decisions, tax rate changes, and inflation.

Mid-career parents often come to us when they have extra income but are unsure if it should be used to pay down debt, build an emergency fund, or fund other long-term goals like retirement and college expenses.

WorthyNest® provides clarity, direction, and accountability. We focus on things that matter AND things within your control. Stock market movements and interest rate increases are outside of our control. But how we respond to those changes makes a world of difference.  

Advisors like us add value through financial planning services, investment management services, withdrawal strategies, asset location, cost-effective implementation, and behavioral coaching.

WorthyNest® will help you:

How are you compensated?

WorthyNest® provides customized financial planning and investment advisory services to individual families. We do not accept commissions or have any financial incentive to recommend a particular product. Our advisory fee begins at $300 monthly.

Not quite ready to explore a one-on-one relationship? Get our FREE starter guide instead.