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Providing holistic financial planning and investment services to Christian parents isn’t work. It’s our calling.
WorthyNest® is a fee-only, fiduciary investment advisory firm based in St. Charles, MO that serves U.S. families nationally. Fee-only sounds similar to fee-based but is different; explore how. We always put our clients’ interests first, and our only compensation comes from a clearly stated fee.
Do you ever ...
Feel worried and stressed about finances?
Wonder if you have enough money to retire?
Have anxiety over rising healthcare and college costs?
You're not alone. And the truth is, you don't have to live this way. There's a more promising path. The benefits are immense. 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 Christian parents through life’s transitions
Relying on technical expertise and empathy to solve client’s problems