SEC-Registered Investment Advisor

As an SEC-Registered Investment Advisor* (RIA), NestEggs is able to provide one-on-one investment advice to participants. Of all the value that can be added to retirement plan outcomes, investment advice ranks as #1 in our opinion.

Our fee-for-service approach frees us from potential conflicts-of-interest that can arise when an Advisor receives direct or indirect compensation from recommended Fund offerings. Our fixed-fee model enables us to select “best-in-breed” Index Funds and Mutual Funds as determined by NestEggs’ analysis of expense ratios, Standard Deviation, and Sharpe and Alpha ratios, with a preference for Funds with an established track record of 5+ years … an independent process that unfolds without concern for how NestEggs will “get paid.”

If a Plan Sponsor chooses to take advantage of NestEggs’ Investment Advisory services, plan participants have the option of selecting their own investments or joining one of our “managed profiles.” Regardless of which option is selected, each employee has the opportunity to meet with one of our licensed advisors to discuss individual goals and circumstances to insure they have the information necessary to make informed long-term investment decisions.

*”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.

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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.