Helping parents build and share wealth 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 ...

  • want an independent viewpoint on financial matters?

  • Wonder how to minimize taxes (legally)?

  • Have anxiety over rising college costs?

  • stress over cash flow?

You're not alone. 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

  • helping small business owners get a handle on cash flow  

Real financial planning

Where values and money intersect

Eager to Learn More?


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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