Founded in 1919 in Milwaukee, Wisconsin,Nexus’s financial advice and expertise has helped guide clients through changing market cycles and unexpected events across generations. Being privately held has enabled us to grow and manage our firm responsibly, from a position of enduring financial strength and with a long-term focus on the best interests of our clients, our associates and the communities we share. We have expanded into new markets and lines of business only where and when we know we can serve those clients well. Today Nexus serves the investment and financial planning needs of individuals, families, small businesses, foundations, schools and other public entities throughout the United States as well as corporations and institutional investors around the world. And, because we are employee-owned, our clients can trust that we all share a personal stake in the successes we strive to help them achieve.

Business Locations


Nexus’s broad financial expertise and resources, strategically located in offices on three continents, enable us to serve your specialized needs and help you reach your financial objectives, wherever they may take you.

 Nexus Executive Committee ringing the closing bell on the New York Stock Exchange.

Leadership Team


Nexus’s cultural commitment to integrity and excellence begins at the top. The long tenures, diverse backgrounds and complementary perspectives of our Executive Committee ensure the quality and continuity of our leadership – a key strength in building and developing both our talent and client relationships across our businesses.

Meet Nexus Leadership

Awards & Accolades


The unique way we run our firm and the quality of our people have earned Nexus and our businesses frequent industry recognition and accolades from highly reputable publications and organizations, including:

Discover Our Achievements