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Providing the Financial Reassurance
You Need to and Through Retirement

Through personalized planning, we make insightful, educated, and strategic
 retirement roadmaps to help you pursue your goals.

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Services
Personalized Planning, Insightful Recommendations, and Professional Execution

We offer our services with 30 years of experience in successfully advising clients on how to manage their finances
and maintain wealth for generations to come.

Wealth Management

Asset growth strategies vary. Wealth management can be complex. Trust us for straightforward advice, effective communication, and proven processes to help you pursue your goals and desired lifestyle.

Services

Financial Planning

Our financial planning prioritizes your values, goals, and current situation, creating a customized roadmap for a successful future. With our support, you can confidently navigate life's challenges and pursue your desired lifestyle.

Services

College Planning

Empower your family's future with our education planning services. We'll help you project costs, set achievable goals, and choose the best investment options. Give the gift of higher education. Let's start planning today.

Services

Retirement Planning

Trusted retirement planning services. Our comprehensive approach covers investments, fixed income, cash flow, and early retiree healthcare gap coverage to ensure a secure future.

Services

Charitable Giving

As you mature in your finances and life, you may find yourself wanting to donate to charities that are near and dear to you. We will help you define your goals and mission and select the most suitable tools and vehicles to bring your charitable ideas and initiatives to life.

Services

Estate Planning

Estate planning is a huge part of any successful financial strategy. This step benefits not just you, but also your loved ones and your legacy. Our team collaborates with your legal representative to guide you through the planning process, answering your questions and creating a comprehensive plan that suits your unique needs.

Services
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Building Strong Relationships for Your Financial Future

Building Strong Relationships for Your Financial Future

At Nelson Wealth Advisors, we help you plan to secure your financial prosperity for generations to come. Family-owned and operated, we build lasting relationships based on trust. We believe that you need a financial advisor you can trust, and it’s our mission to be that advisor for you. Discover our unique approach and experience the difference of strong generational bonds in financial planning.

Elevating Hard Earned Wealth with Applied Knowledge

Elevating Hard Earned Wealth with Applied Knowledge

Cookie-cutter portfolios won’t do for our clients. We build personalized solutions cognizant of today’s economic realities and in studied anticipation of tomorrow’s real world outlook. 

Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

In the News
A 30-Year Legacy of Memorable Guest Appearances

Ken Nelson, with his extensive knowledge and experience, has become a sought-after professional in the financial planning world and has shared his insights on various radio shows and television appearances throughout the years. Browse some of the topics he's talked about below.

"How Fear of Ebola Could Impact the US Economy"

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"Panicking Only Makes it Worse"

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"Ebola crisis: The Economic Impact"

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"A Closer Look at the Economics of Ebola"

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"...Business Tax Climate Rankings Give Scott Walker And Thom Tillis Plenty To Tout"

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"The Amount Of Money Eric Cantor's Campaign Spent On Steakhouses Says It All"

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"Thom Tillis cut almost $500 Million from Education."

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"Why Government Spending Does Not Stimulate Economic Growth"

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Awarded Service and Knowledge

We are truly honored to have been recognized with the Circle of Excellence award from Cetera. It means a great deal to us to know that our dedication to providing trustworthy guidance, running our practice with integrity, and pursuing excellence has been appreciated. We are thrilled to have our efforts recognized in such a meaningful way and we look forward to continuing to serve our clients with the highest level of excellence for years to come.

Providing Extraordinary Value Through Insight & Execution

Providing Extraordinary Value Through Insight & Execution

We believe that our passion for our own education and applied knowledge makes all the difference when it comes to financial planning and we will work with you to make smart, clear decisions to protect your finances for the future. By avoiding fees, actively managing your portfolio, and personalizing your plan we will build a lasting relationship and help build a solid finanical foundation for you.

Helpful Content
Empowering Your Financial Knowledge

These curated articles provide valuable insights and practical tips that can help you achieve your financial goals. By increasing your financial literacy through reading these articles, you can make more informed decisions about your money and build a solid financial future.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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