Navigating Your Wealth Management Journey
NexAdvisors is an independent wealth manager dedicated to the financial vision and success of our clients. Our goal is to provide unique and intelligent products that help our clients navigate their financial journey through the complex and evolving markets.
NexAdvisors is a privately owned, independent wealth manager located in Dallas, Texas. Comprised of award winning professionals and over 100 years of combined experience in the industry, our history has taught us that there can be better ways to navigate the ever-changing market environments. We employ a combination of traditional investment methods with more forward-thinking approaches to help our clients meet their goals.
We work with clients directly to help define their vision of financial success. From there, our mission is to deliver tailored solutions to our clients so they can feel confident about their future and safe with their investments - whatever that may look like. At NexAdvisors, we pride ourselves on providing our clients with the best investment vehicles possible.
Seeking Alpha Through an Active Approach
Personalized Risk Assessment
Goal Based Planning
Investments Management
Insurance & Retirement Solutions
Private Banking & Lending
Proprietary Investments
NexAdvisors was founded/born from within a family of firms dedicated to help clients and advisors in their journey to financial success. Our NexFamily of firms help us deliver the highest quality of banking, insurance and annuity products & services available.
AUM: $9.8 Billion
An alternative investment platform comprised of a group of investment advisers and sponsors, a broker-dealer, and a suite of related investment vehicles
AUM: $9.6 Billion
NexBank Capital, Inc. is a financial services company which delivers customized institutional, commercial, and mortgage banking services to clients nationwide.
AUM: ~$150 million
NexAnnuity Holdings, Inc. (“NexAnnuity”) is a financial services holding company that provides retirement solutions, including annuities and investment products, to clients in the US. NexAnnuity owns the life and annuity carrier The Ohio State Life Insurance Company.
NexAdvisors
