About Nest Financial

OUR DIFFERENCE

Nest Financial is no ordinary financial advisory firm. We’re excited to meet you and illustrate how we will put our differences to work for you.

We work for the everyday person

We represent the 99 percent.

We educate to provide peace and clarity

How to build and protect wealth shouldn’t be a secret.

We understand that money is a mindset

We help retirement plans understand people make different choices.

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YOUR KANSAS CITY-BASED FINANCIAL ADVISOR

An Early Lesson

 Those who knew Josh Morales early in his life might have anticipated who he would become: a successful financial advisor who founded an independent firm dedicated to helping “the 99 percent” build wealth. Today, Josh’s firm, Nest Financial, works almost exclusively with those who didn’t grow up with networks, connections or the knowledge of what it takes to become wealthy build their nest eggs.

Why? Because it is how he grew up, too.

Josh was raised in Kansas City, Missouri. Neither of his parents had a college degree. His father lost a union job when Josh was a toddler, and the family lived meagerly for several years. Eventually, his hard-working dad found work that led to a career, which enabled him to retire successfully. Still, for most of Josh’s youth, the family struggled.

WHO WE SERVE

Our Clients

Nest Financial wants more than to serve clients in our role as financial advisors. We want something bigger. We aspire to close the gap between the middle class and the wealthy by educating the hard-working people we relate to. They are our people – our families, our friends and those with the same backgrounds and work ethic as us.

“My goal is to take the complicated world of investing and simplify it for the everyday person. That’s the men and women new to money – and by that, I mean tradespeople who may be union workers, public service employees or small business owners. We’re here to unpackage the confusion of the markets though transparency and trust.”

Josh Morales, Founder & Financial Advisor

Our Partners

Nest Financial works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Sowell Management is a nationwide industry leader in the Registered Investment Advisor space and, formed in 1995, is a pioneer of fee-based fiduciary services. Behind-the-scenes, Sowell Management provides Nest Financial back-office services, best-first in-class technology and portfolio management. Because of their diversity and broad strength, Nest Financial has a solid and trusted partner.

Fidelity serves as a custodian for Nest Financial clients. In this role, Fidelity holds clients’ assets for safekeeping and provides record keeping services. Fidelity is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive, which makes them a perfect fit for the Nest Financial approach.

OFFERING REAL-LIFE SOLUTIONS FOR REAL-WORLD PEOPLE.

We will educate you about the investment process
and make it simple.

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