NestEggs is an SEC-Registered Investment Advisor* (RIA). As an RIA, we are able to offer 3 important value-added benefits for plan sponsors and participants to increase the likelihood of long-term retirement saving success 1) one-on-one investment advice; 2) diversified, ‘managed portfolios’; and 3) “best in breed” fund options (as measured by NestEggs’ review of Expense Ratio, Standard Deviation, and Sharpe and Alpha ratios). If a client already has a preferred Registered Investment Advisor relationship, we can also support and coordinate a team approach to positive investment outcomes.

*SEC Registered Investment Advisor” does not imply an endorsement by the Securities and Exchange Commission, nor does it indicate the advisor has achieved any specialized skill or training.

Each of these advantages stems from a key aspect our investment approach:

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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT


Florida: 904-348-3131

Burlington: 802-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136


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All Rights Reserved.