We’re so happy you found us. The fact that you’ve landed on our website tells us you have been searching for some answers, guidance, and help in regards to your personal finance. For a place, you can call your own. For a team who understands the journey, you’ve been on in your financial life.
Our firm is devoted to constant improvement. We built long-term client relationships for over a decade as employees and partners of Wealthnest predecessors.
Our identity as Wealthnest represents a conceptual imagery consistent with the complete, holistic, healthy values that we believe in.
Certified Financial Planners
Combined Years of Experience
The Nestology Difference
Clever & Unconventional Wealth Management
We started wealthnest from the ground up so we could be creative, innovative, and respected in an outmoded and antiquated industry. this allows us to offer our clients a unique private wealth management experience.
Together Everyone Achieves More
Wealthnest clients have seamless and continual access to all members of the team, allowing them maximum exposure to a wide range of specialties and expertise.
Wealthnest’s proven expertise and hands-on approach to managing wealth has endured multiple market cycles, guiding our clients through turbulent times.
Objective Financial Advice
We pride ourselves on independence devoid of any large corporate agenda. we are local, independent, and provide only objective financial advice. our recommendations are what we feel is best for each client’s individual situation.
Here at Wealthnest, we do things a little differently. We believe in continually educating our clients about various life and financial events they could face. That is why we have launched our YouTube channel Wealthnest TV we publish weekly episodes on a wide range of topics. From common estate planning mistakes to how to maximize your employer benefits. Take a look on our site see what we have available and subscribe to our channel to keep up to date on our weekly episodes.
“In an ever-changing world, you need a financial plan that will evolve and adapt to meet your goals and objectives. I help you go beyond the algorithms, incorporating our holistic approach and past experience to guide you through your financial journey. “
Kevin Foster, CFP ®
Kevin H. Foster, CFP(R) is a principal and a Co-Founder of Wealthnest Planners. He oversees the firm’s entire financial planning process and is a leader within client operations, applying 18+ years of financial and leadership experience.
D. Alex Daniel
LPL Financial Advisor
Alex’s passion is to educate his clients with their various financial options. He develops individual financial plans based on his client’s long-term goals along with their day-to-day choices.
Lance D. Ghidotti
Director of Marketing & Business Development
Lance is a key player in developing our companies’ vision and instills it in all levels of the Wealthnest brand. Lance’s fingerprint is on much of what we do here as a company. His goal is to develop a brand and plan to make our clients lives easier.
Have a question? Need an appointment?
Talk to one of our financial advisors today and let’s partner together for your future.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.