About Us

Four underlying principles guide everything we do at NEX Financial Group:

Our values are the key elements of our ability to grow and succeed. Our customer-centric business model creates a competitive “Edge”. We have adopted a common framework for how our associates work together, and in line with those values, to deliver world-class services to our clients.

Professionalism: Our competency and dedication at your service!

At NEX Financial Group, our expertise, experience, and the high standards of our associates make the difference between our outstanding performance and other firms. We do not accept from ourselves anything less than what our clients deserve: Quality, dependability, honesty, and ethics. Our primary goal as a trusted partner is to provide insightful advice enabling our clients to make informed financial decisions. We continually educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.

Simplicity: Always make sure you get it!

Tax and business matters can be very complex. We keep things simple by focusing on the essential core of any business opportunity, challenge, issue, or problem. Our core philosophy is to drive simplicity into our thinking and processes. We are business and tax experts, but we speak a language that our clients can understand.

Shared Risk: We are in it together!

As a company delivering financial services to average individuals, as well as small and mid-size businesses, we know that uninformed decisions can have lasting consequences. That’s why we take the time to understand our client’s situation and provide guidance at every step of the way towards success. We work with our clients as a team, proactively assessing the effects of individual risks and decisions. We encourage well-reasoned, prudent risk taking in an environment where challenges are discussed openly, and information is shared among all. Having more knowledgeable clients is our trademark!

Trust: We have your back!

Building your future requires a partner you can trust. We create an environment that ensures that all NEX Financial Group associates operate with the highest professional standards and in the best interests of our clients. We are grateful for the privilege of servicing our clients. We exist because of our clients trust in our ability to deliver the world-class service they deserve. Therefore, we work hard at building a productive long-lasting relationship with our clients. We don’t ask for your trust…we earn it!