Unburdened by Worry, Poised for Success.
Nest is here to make sure your financial world runs like clockwork, in perfect harmony. Our sole purpose, our driving mission, is to give innovators the freedom to be exactly who they were meant to be. Whether you’re launching the next big startup, crushing the competition, or just living life on your own terms, we’ve got your back.
We keep the ship steady, so you can ride the wave with confidence.
The Nest Difference.
We’ve been here through multiple revolutions, and we’re all systems go for the current one.
Local Team. Local Values.
Unlock your potential and prosperity will follow
Unlock your potential and prosperity will follow
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Envision possibilities and shape the future.
Where your purpose and potential align, creating a foundation for what's next.
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Craft a financial blueprint that supports your ambitions.
Turning visionary ideas into actionable plans for a solid foundation.
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Cultivate prosperity that aligns with your evolving path.
Stewarding your wealth with intention, amplifying its impact on what matters most.
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Nurture a legacy of generosity that endures.
Supporting causes and communities that resonate with your values and inspire future generations.
What Our Clients Say
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Armando & Gwen F.
“My wife and I have been very happy with Dan and his team's management of our accounts. We explained our concerns and risk tolerance and Dan took our input and provided us options that met our needs. His continued adjustment to changes in market conditions have kept our accounts current and balanced.”
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Garland B.
“I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.”
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Frederick N.
“I love NEST Financial. They have been handling my investments for many years now and I know they have my back. I trust them with my investments and would recommend them to everyone I know.”
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Mike B.
Sean and his team are one of a kind! They make you feel like you are a part of their family. The service they provide is top notch, it doesn’t matter day of the week or time of the day Sean always makes himself available via Zoom on or on the phone to help answer any questions or calm any concerns I have had. He saw the gamestop play weeks before Reddit. I definitely recommend using them!
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Maura Hamilton
Dan, Gloria, and the entire Nest team are simply amazing. Responsive and engaging. Always willing to help. They have managed my and my grandmother’s investments for years and have made caring for my grandmother much less stressful financially. I also love that Dan is focused on educating his clients and in particular, women. As a female entrepreneur, I really appreciate the opportunities he has provided me.
Stay Updated by Joining
The Winner’s Circle
We’re not just a service- we’re your partners. We’re the guardians of the details, the silent architects behind your grand plans, making sure your genius is never bogged down by the mundane.
You don’t need distractions- you need freedom. The freedom to focus on the art of the thing- whatever your thing may be.
That’s the Nest difference.
Supporting Austin’s Visionaries
Unapologetic in the Pursuit of Prosperity
Leave your financial future up to our experts so you can focus on living your best life.