Beau NixonBeau Nixon, CEPA®Wealth Advisor
About Beau
Beau Nixon is a Wealth Advisor at J.P. Morgan Wealth Management.
Beau specializes in serving business owners, founders, and successful families. His passion lies in crafting succession and exit planning strategies that help optimize the value of these one-time opportunities. He is a Certified Exit Planning Advisor® (CEPA®) which certifies to his background in this niche space.
Prior to joining the firm in 2023, Beau spent three years in advisory capacities at First Republic and Merrill Lynch. Before that, he was a consultant with State Street Global Advisors, helping some of the nation's largest and most successful wealth management teams with portfolio construction and asset allocation strategies.
Beau is genuinely interested in how founders and other business owners define success and their attitudes toward wealth. Drawing from industry research, Beau has developed a proactive exit planning process that accounts for clients' personal, business, and financial objectives. He is well aware of how overwhelming the exit planning process can be for clients, which is why he aims to provide both confidence and clarity, in addition to financial insights.
With a deep understanding of the complexities surrounding business transitions, Beau sets his approach apart by proactively planning well in advance of an exit, unlike many wealth advisors who step in after liquidity events, missing critical planning opportunities.
Beau believes that money is a way for clients to express their values—and that it should be empowering, as well as fulfilling. He enjoys helping clients articulate their goals and, when helpful, shift their mindsets by pointing out ways to satisfy objectives they might not have considered.
Beau earned a B.A. in Economics from Trinity College. When time and weather allow, Beau enjoys playing golf and spending time with his better half, Marisa, in Sagamore Beach, Cape Cod. He also enjoys playing the piano and supporting the Alzheimer's Association.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
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