About Us

You should be getting the most out of the money you earn. You are making money, you have goals, dreams, etc you wish to accomplish. I help you get there more quickly and efficiently.

I have been a Financial Advisor since 2005 and have had an independent practice since 2014. The quality of work you receive for having put your trust in me is top priority. NextWave provides holistic planning services and has particular expertise in Investment Advising and Management along with Retirement Plan Administration.

As an independent advisor, My Clients and Industry Regulators are the only people I answer to. Clients like knowing that any recommendations and advice given are completely unbiased and centered around their best interests.

My practice is also unique in that it is fee-only, meaning as a Client, you are provided services based on a pre-negotiated consultant fee, no commissions on products if they are recommended. Again, clients like knowing that any advice I give is meant to help as there is no sales incentive.

Please send me a message if you are interested in learning more about NextWave Advisors, thanks.

How We Got Started

NextWave was created because there is a large demographic of people who need advice and are not receiving it. Providing services as a consultant as opposed to brokering a product opens the doors to a much larger group of potential clients and allows me to help alot of people who wouldn't otherwise be receiving that help.

Products & Services
Small Business under 10 employees: 401k plans Pension Plans SEP Plans Simple IRA Solo 401k Plans Providing enrollment and education services to em...
Recommendations Given (10)
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Recent Activity

Nate from NextWave Advisors Answered this on July 07, 2019
My Clients work directly with the Owner and decision maker of my company. There are no "representatives" they will deal with who relay information from above. My clients get to meet regularly with the person choosing each individual investment in their portfolio, the person constructing each... (more) My Clients work directly with the Owner and decision maker of my company. There are no "representatives" they will deal with who relay information from above. My clients get to meet regularly with the person choosing each individual investment in their portfolio, the person constructing each aspect of their custom plan, and the person who continues to build that personal relationship with them that helps to better understand their goals, fears and habits. They are all the same person, Me. I can do this because I prefer to have a smaller list of clientele than most advisors, much like the "Jerry Mcguire Theory" as I like to call it; less Clients = higher quality relationships. I'm one of the few Advisors you will meet who has little interest in creating a large practice, and more interest in creating a practice full of clients I truly enjoy spending my time with.

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!