Nexus Financial, LLC.
1545 Crossways Blvd., Ste. 250
Chesapeake, VA 23320

Why hire a financial advisor?

We know planning for our financial future is critical, but we often do not have the time or the expertise to do the research and craft a plan to make these needed financial decisions. Nexus Financial works as your financial link, helping you enjoy your life more today, while building a more secure tomorrow.

Are your fees tax deductible?

Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It's subject to a 2% floor of the adjusted gross income on a personal tax return. Please speak to your tax advisor for further advice. 

Do you accept referrals?

Yes. Most of our clients are referrals from existing clients and professional advisors.

Do you hold client accounts or do you use a custodian?

We do not hold client accounts in house. We use Interactive Brokers, LLC (NYSE: IBKR) as our custodian and the cost for using this platform is included in our flat fee wrap program. 

*These links are not associated with Nexus Financial, LLC. and Nexus Financial, LLC is not responsible for incidents on other sites. These are for research purposes only. - independent organization on life insurance

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Financial Industry Regulatory Authority

Securities & Exchange Commission

Virginia - State Corporation Commission

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Industry resource to do homework on your advisor

Independent investment analysis - Industry standard

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Frequently Asked Questions

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