Hello.

We’re so happy you found us. The fact that you’ve landed on our website tells us you’re searching for financial guidance that goes beyond investments. Perhaps you’re looking for a personal relationship with a team that can simplify your entire financial life, including tax planning, estate planning, retirement planning, insurance and investments. We welcome you to experience the nestology™ difference.

The nestology™ Difference

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Clever & Unconventional Wealth Management

We started from the ground up so we could be creative, innovative and respected in an outmoded and antiquated industry. Our firm offers a unique client experience through our proprietary nestology™ wealth management process.
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Together Everyone Achieves More

Our clients have seamless and continual access to all members of the team, allowing them maximum exposure to a wide range of specialties and expertise.

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Seasoned Expertise

Our proven expertise and hands-on approach to managing wealth has endured multiple market cycles, guiding our clients through turbulent times.
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Independent Financial Advice

We pride ourselves on independence, devoid of any large corporate agenda. We are local, independent  financial firm . Our recommendations are what we feel is best for each client’s individual situation.
 
 
 
 
 

    Meet the Team.

    Michael B. McGinley, CFP ®

    Kevin H. Foster, CFP ®

    Lauren A. Huntsman, CFP ®, CSLP®

    Angelo Ven C. Abante

    Principal- Owner

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    Principal- Owner

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    CERTIFIED FINANCIAL PLANNER

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    LPL Registered Sales Assistant

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    The Elements of a Wealthnest Financial Plan

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