WorthyNest®, a fee-only financial planning and independent investment management firm located in St. Charles, MO, helps Christian parents build wealth in a way that aligns with their values. We leverage technology to serve clients locally and nationally. Our specialty areas include: planning for small business owners, education funding, tax mitigation, and charitable giving decisions.
WorthyNest® creates a safe place for families to reflect on their history, values, and desires. We will likely enjoy working together if you:
1) Care about your family’s wellbeing
2) Want to lead a life of significance, enriching the lives of others, and
3) Value a long-term, trusted relationship with a professional advisor who truly cares.