family focused

At WorthyNest®, we help conscientious, courageous parents build and grow wealth.

Providing holistic financial planning and investment services to faith-filled families isn’t work. It’s our calling. We become better versions of ourselves when we guide clients through complex life decisions and discuss the potential financial implications of them. 


COMMON CHARACTERISTICS OUR CLIENTS SHARE 

  • Family-minded: genuinely cares about family's wellbeing and struggles with prioritization
  • Faithful: puts trust in God when encountering a difficult time
  • Generous: desires to lead a life of significance, thoughtfully enriching the lives of others through time, talent, and treasure
  • Courageous: embraces change if it creates more opportunity
  • Relationship-oriented: values a long-term trusted relationship with a knowledgable, professional advisor who operates under the fiduciary standard

types of clients we serve

 Family-minded entrepreneurs   CEO Deb Meyer with her family during Thanksgiving 2016. Photography by Julie Lassiter of  Capturing the Moment .

Family-minded entrepreneurs

CEO Deb Meyer with her family during Thanksgiving 2016. Photography by Julie Lassiter of Capturing the Moment.

 
 Multi-generational families

Multi-generational families

 
 Families with school-age children

Families with school-age children