Nate Nieri (CFP®, MSBA)

Nate Nieri focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Medical Professionals

Millennials

Novice Investors

Planning Specialties

My clients include young and mid-career professionals, growing families, and supersavers that want to retire early. I use modern tools to give my clients a hands-on experience and efficiently get them where they want to go. I work with clients virtually, providing convenience and flexible access when and where they want. My approach is holistic, comprehensive, and backed by noble-prize winning research.

Additional Information

I am not your typical financial advisor. You probably won’t find me in a suit, I don’t use any fancy words, and I’m not a slick salesperson. I like to surf, be outdoors, run around the house with my kids, and happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek about all things money and can nerd out about everything from credit card points to macroeconomics, but I also love to grab a drink and see what is happening in your life or talk about common hobbies - I have a lot of them. Talking about money is very personal, and I want to be the guy you can trust to get an honest answer or maybe explain the “how-to” without fear of judgment. I don’t think there is such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing. I take my fiduciary duty very seriously and believe transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success; however, you define them.