The Nixon Strabley Group

Early engagement matters
When it comes to securing your financial future, it's never too early to begin. For individuals and families, we help chart a course to protect your future and legacy. For business owners, founders, and private equity partners, we know that the most impactful planning happens well before a liquidity event. That's why we engage early—because the right planning at the right time makes all the difference.
A personalized financial roadmap and investment plan for your future
We start by gaining a deep understanding of your current scenario, and through thoughtful conversations, we hone in on where you want to go. Then, we connect the dots to craft a strategic plan that outlines the steps to get you there. This process helps us build a strong foundation to provide personalized investment strategies utilizing J.P. Morgan's research and investment platform. We help our clients define investments for liquidity needs, lifestyle goals, legacy and perpetual growth. This can only be accomplished by starting the process with a financial plan.
Exit planning for long-term security
As a business owner, preparing for the sale or transition of your company is one of the most significant decisions you'll make. Most advisors only want to engage after a sale when there are assets to manage and, as a result, miss crucial planning opportunities. Drawing on industry research and J.P. Morgan's intellectual capital, we have developed a proactive exit planning process that accounts for clients' personal, business and financial objectives. A well-crafted exit plan maximizes the value of your business, ensures financial security for you and your family, and facilitates a smooth transition for your employees and successors to carry on the legacy of what you have built.
It's always the right time to do the right thing
Your success is our success. We're committed to putting your priorities first, and we see your wealth plan as a reflection of your values. We take the time to truly understand what matters most to you and build approaches aligned with your long-term vision.
A hands-on approach with a personal touch
Our partnership goes back to our days at Trinity College, where we built the strong foundation of trust and collaboration that sets us apart. Growing up, our experience working in the restaurant industry taught us an important lesson: "Everybody washes the dishes." No task is too big or small, and we all pitch in to ensure your success, every step of the way.
Our menu of services includes:

• Wealth Planning
• Liquidity Management
• Investments & Asset Management
• Trusts & Estates
• Risk Management
• Tax Mitigation
• Business Succession and Transaction Planning
• Insurance
• Banking
• Cash Management
• Lending
• Mortgages