Investing is the key to building wealth over time.
Discover how small differences in investment choices can result in powerful results when money has time to build on itself.
Original Investment
5 years
10 years
20 years
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Portfolio 9.74%
Historical Return
Our advisors are key to managing your money wisely.
Studies show that working with an advisor has historically improved the return on your money over the long run. Having an advisor has added between 1.5% and 4% per year.*
Choosing the right partner makes all the difference.
Leading financial institutions have chosen Nest Egg to take care of their customers, and for good reason. Having experience at major investment companies, our advisors provide prompt, professional advice when you need it.
Investments tailored to your goals, comfort level and interests.
One big egg. Several smaller eggs. Whatever style you choose, we’ve got a proven approach, toolkit of funds and accounts to help select what’s right for you.
Frequently Asked Questions
Go from curious to confident.
How much risk is involved in investing?
All investments involve some level of risk. The amount of risk involved depends on the type of investment and its potential for volatility. It's important to note that risk and return are often correlated, meaning that the potential for higher returns typically comes with a higher level of risk. It's also important to diversify your investments across different asset classes and industries to help mitigate risk.

We work with our clients to understand their risk tolerance and investment goals and develop a customized investment strategy that meets their needs. We believe in taking a balanced approach to investing that considers both risk and reward. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of investing and achieve their financial goals.
How do I know I can trust your advice?
We understand that trust is a critical component of any client-advisor relationship. We are proud to have been chosen to partner with leading banks and credit unions and have a team of experienced and knowledgeable advisors who are committed to acting in our clients' best interest.

We partner reputable banks and credit unions to help better serve their clients. These partnerships allow us to share our services with a wider range of people and offer access to additional resources and expertise. Our bank and credit union partners have a strong reputation for trustworthiness and credibility, which we believe further enhances confidence in our advice.

Transparency is another key component of our approach to client relationships. We are committed to providing clear and open communication with our clients and are here to answer their questions and address their concerns. We believe that by fostering a strong partnership with our clients, we can help them achieve their financial goals and build a long-term relationship based on trust and mutual respect.
Where is my money invested?
We believe in building diversified investment portfolios that are tailored to our clients' individual needs and goals. We take a comprehensive approach to investing and may recommend a mix of investment vehicles, including exchange-traded funds (ETFs), mutual funds, and annuities.

ETFs are a popular investment vehicle that provide exposure to a diversified pool of assets, such as stocks, bonds, commodities, and currencies. We work with our clients to identify ETFs that align with their investment objectives and risk tolerance.

Annuities are another investment option that we may recommend to some clients. An annuity is a contract between an investor and an insurance company that can be used for principal protection, which means they can provide a level of safety against market downturns.

We work with respected firms like Apex Clearing, TD Ameritrade and top-rated insurance companies to ensure that our clients' investments are held securely and transparently. This provides our clients with an added layer of protection and peace of mind.
How do I know which investment is best for me?
We understand that choosing the right investment can be a daunting task. At Nest Egg, we are committed to helping our clients find the right investment options for their unique situations and goals.

To help clients identify their investment preferences, we offer a simple questionnaire that provides clear direction as to what investment may be best for their unique situation. The questionnaire covers a range of topics, including investment goals, risk tolerance, and investment timeline.

For clients looking for a more personalized approach, our team of advisors is just a click away. Nest Egg provides on-demand financial advice and guidance tailored to our clients' specific needs. By getting to know our clients and their investment objectives, our team may recommend a mix of investments.
How much do I need to start investing with Nest Egg?
We believe that investing should be accessible to everyone, regardless of their financial situation.

For most investment accounts, we have a minimum investment requirement of $1,000. However, some annuities may have higher minimums. We work with our clients to identify investment options that meet their financial goals and budget. We understand that everyone's financial situation is unique, and we are committed to helping our clients find investment options that fit their needs.
What is compound interest? How does it benefit you?
As Albert Einstein said, “Compound interest is the 8th wonder of the world.” Compound interest is the interest earned on top of interest.

Over time, compound interest can have a significant impact on the growth of an investment. By reinvesting the interest earned, the principal amount grows at an accelerated rate, resulting in a larger investment balance.

Here's an example: Let's say you invest $1,000 in an account that earns 5% annual interest. After the first year, you would earn $50 in interest. If you reinvest that interest, your new balance would be $1,050. In the second year, you would earn 5% interest on $1,050, which would be $52.50. Over time, the interest earned on the interest can result in substantial growth of the investment.

Compound interest is particularly beneficial for long-term investments, as the interest earned continues to grow over time. By starting to invest early and reinvesting the interest earned, investors can take advantage of the power of compound interest to help build wealth over time.
What are the benefits of working with an advisor?
There are many benefits to working with a financial advisor when it comes to managing your investments:

Professional guidance: Financial advisors have knowledge of the financial markets and can help you make informed decisions about your investments. They can provide guidance on investment strategies, risk management, and financial planning to help you achieve your financial goals.

Customized investment advice: Financial advisors can help you identify investment options that align with your financial goals and risk tolerance. They can work with you to create a customized investment plan that meets your unique needs.

Time-saving: Managing investments can be time-consuming and complex. Financial advisors can take care of the day-to-day management of your investments, freeing up your time to focus on other priorities.

Emotional support: Financial advisors can provide emotional support and guidance during times of market volatility or uncertainty. They can help you stay focused on your long-term financial goals and avoid making emotional decisions that may negatively impact your investments.

Access to resources: Financial advisors have access to a wide range of resources and tools to help you manage your investments, including research reports, investment analysis, and financial planning software.
What types of investment accounts do you offer?
We offer a variety of investment account options to help you achieve your financial goals. Some of our most popular account types include:

Individual & Joint brokerage accounts: These accounts allow you to buy and sell a wide range of securities, including stocks, bonds, and ETFs. You have full control over your investments and can make trades as often as you like.

Retirement accounts: We offer both traditional and Roth IRA accounts, as well as SEP and SIMPLE IRA accounts for self-employed individuals and small business owners.

Trust accounts: Trust accounts are designed to help you manage your wealth and provide for your loved ones after you pass away.

Education savings accounts: We offer 529 college savings plans and Coverdell education savings accounts to help you save for your child's education expenses.

At Nest Egg, we offer a wide range of account types and the help of an advisor to see which one is best fit to meet your individual needs.
The right place.
The right approach.
Led by the right people.
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Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC's website at Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.
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