Where life &
legacy converge
We are the connection point between who you are and what your money can do.
We’re more than wealth management.
We don’t just manage wealth, we connect it to what matters most.
Our strategies are built not only for accumulation, but for alignment—with values, vision, and vocation. Wealth, to us, is more than numbers—it’s the power to shape a life, a family, a future. In a world where money often feels complex or disconnected, we serve as the bridge—clarifying the path forward and aligning financial strategies with your personal journey.
We believe that wealth is not the goal, but a catalyst—a tool to help you live intentionally, give generously, and build a legacy that lasts. By fusing deep financial expertise with human insight, we help you uncover the “why” behind your money—then design plans that reflect your priorities, passions, and potential.
This is financial advising, reimagined.
Questions we help answer
We don’t just manage portfolios—we help uncover purpose. Rooted in behavioral psychology and built on trust, our process goes deeper than asset allocation. We work alongside you to rewrite money stories, shape healthier financial habits, and craft strategies that support both prosperity and peace of mind. From investment and tax planning to estate design and impact giving, every NEXA service is built with intention—tailored to empower your next chapter.
Purpose Driven Planning
Is my investment strategy on track?
How can I better financially protect my loved ones?
How do I create an income stream from my investments?
Am I taking the right amount of risk?
When should I claim Social Security?
Are there tax reduction strategies I should be considering?
How can I protect my money and still earn a reasonable rate of return?
When can I retire?
How can I plan for long-term care so that I am not a burden on my family?
WHY NEXA ?
WHY NEXA ?
We deliver world-class solutions to world-class clients.
They value our expertise and appreciate our personalized planning approach. Our clientele roster ranges from busy executives, entrepreneurs, professionals in the sports & entertainment industries, to everyday hard-working Americans ready to retire. However – they all have similar traits.
CLIENTS WHO WORK WITH US ARE:Accomplished
Driven & Hard-Working
Active in their communities
Value their time & families
Looking to leave a legacy
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Through our suite of specialized services—NEXAinvest, NEXAtax, NEXAestate, NEXAsecure, NEXAflow, NEXAimpact, and NEXAlaunch—we offer tailored solutions that reflect the unique aspirations of each client.
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At NEXA, we challenge the status quo of financial advising by fusing behavioral insight with human connection. By addressing the emotional and psychological aspects of money, we empower clients to rewrite their financial stories and achieve holistic well-being.
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Everyone has a money story, we help you rewrite it. We believe that financial planning is a process of life discovery, not just asset allocation. We use researched based assessments to uncover clients' emotional money patterns, helping to tailor advice, reduce self-sabotage, and build plans that align with both financial goals and psychological well-being.
PROUD MEMBER OF
Our Approach
When it comes to mapping out your financial future, our proven consultative process allows us to clearly understand the challenges associated with your immediate financial position and provide viable solutions to help you go beyond wealth and move into the future.
OUR SERVICES
At Nexa Partners, our proactive philosophy of wealth management is simple: listen to your dreams, concerns, and needs to define where you want to be. We then work with you to create and implement a personalized, comprehensive plan to help you get there. Some of the areas we specialize in include:
ASSET MANAGEMENT
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A well-diversified and properly constructed portfolio can help you achieve your goals over the long term. We act as your fiduciary and work to create a custom portfolio solution designed around your specific needs.
RISK MITIGATION
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You worked hard to build your wealth, and the amount of risk you take to protect yourself from market declines should be personalized to you. We will work with you to make sure you are taking only the amount of risk that you are comfortable with – that matches your risk tolerance and your risk capacity.
EDUCATION PLANNING
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Providing for a child's education can be a beautiful gift from a parent, grandparent, or friend, but it can be confusing. We use cutting-edge tax-efficient strategies and make it easy to understand.
INCOME STRATEGIES
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The transition from a career to retirement can be daunting, but we think it should be a celebration. We will help you create a reliable income plan, built around Social Security, pensions, and retirement account distributions to enjoy the retirement you were meant to live.
LIFE PLANNING
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Our conversations go beyond wealth. A life financial plan will help you achieve those short and intermediate goals both personally and financially. Whatever your goals are, we work with you to make them happen.
RETIREMENT STRATEGY
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Saving for retirement can be a daunting task, but it doesn't have to be. We work side-by-side with you using easy to understand language to create a confident plan to achieve your financial freedom.
TAX ADVISORY
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We work with you and your tax professional to devise the best strategies for keeping more of your hard-earned money in your pocket.
LEGACY PLANNING
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Whether it is planning for future generations of your family or funding your favorite charity, we will help you create a plan to provide and leave a meaningful legacy.
LIFE INSURANCE & LONG TERM CARE
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You work hard to provide for your family, and your financial plan should make sure that is never in question. We will help you navigate the complexities of insurance to design a plan that protects the people you love and the wealth you have created.
READY TO GET STARTED?
Learn more about Nexa Partners and discover where we can take your financial journey. Book a free consult today!
Resources
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DOLLAR$ & SENSIBILITIES PODCAST
Andrew “Money” Martz and “Dollar” Bill McBride discuss the numbers, concepts, and behaviors that shape your financial life.
As financial advisors, they helped thousands of individuals and businesses better their financial futures. Now they open these discussions to you, the listener, and share the many things they have learned about, of course, how to be sensible about your dollars!
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BEYOND WEALTH SHOW
Join Andrew as he GOES BEYOND WEALTH - sharing thoughts on trending topics, strategies and ideas around finance and retirement, and answers questions from viewers like you.