# WorthyNest

WorthyNest is a Registered Investment Advisor based in Punta Gorda, United States.

## Overview

- **Organization type:** Registered Investment Advisor
- **Headquarters:** Punta Gorda, United States
- **Region:** North America
- **Address:** Saint Charles, MO, United States
- **Founded:** 2016
- **Assets under management:** <$50M (Altss estimate)
- **Website:** worthynest.com
- **LinkedIn:** https://www.linkedin.com/company/worthynest

## Regulatory record

- **CRD number:** 284872
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284872

## About

WorthyNest opened in 2015 when Deb Meyer, a CPA by training, built a registered investment advisor in Saint Charles, Missouri. The firm targets a specific gap: families and entrepreneurs who need coordinated financial planning and investment management but rarely encounter an advisor fluent in both tax code and portfolio construction. The wealth origin of the firm's client base is typically first-generation business ownership or professional practice income. The practice runs on a fee-only fiduciary model, charging directly for assets under management and standalone financial planning engagements. Asset-class exposure spans public equities, fixed income, and cash management strategies delivered through low-cost, tax-aware portfolios. The firm does not operate as a multi-family office, venture investor, or direct-deal platform—its posture is that of a quiet, process-driven planning shop. Geographic focus remains concentrated in the greater St. Louis metro and Missouri, with a growing capacity to serve clients virtually across the United States. Team size remains small, consistent with a boutique advisory that prioritizes client-facing relationships over scale. No adjacent vehicles—such as a philanthropic foundation, real-asset arm, or club-deal consortium—have been publicly disclosed. WorthyNest maintains a partnership with the XY Planning Network, which provides compliance and technology infrastructure for fee-only advisors, a practical affiliation that allows the firm to operate without building a full back-office stack internally. Structurally, the differentiator is the tax-forward planning lens. Most advisory firms segment investment management and CPA services across separate entities or referral relationships; WorthyNest houses both competencies under one fiduciary roof. For business owners approaching a sale, succession, or concentrated stock position, that integrated view informs both asset location and withdrawal sequencing—decisions that compound meaningfully at the kind of asset levels the firm's typical client holds.

## People

- Deb Meyer — Founder & CEO

## Questions

### Does WorthyNest participate in private market deals, venture, or direct co-investments?

No. The firm's strategy is built around liquid public-market portfolios, predominantly using low-cost ETFs and tax-managed equity and fixed-income allocations. There are no publicly known venture investments, direct co-investments, or private fund commitments associated with WorthyNest.

### What client types does WorthyNest primarily serve?

The firm focuses on Midwestern entrepreneurs and business owners, particularly those navigating liquidity events, concentrated stock positions, or the transition from operating a business to managing personal wealth. Meyer's CPA background makes tax planning a core part of the client relationship, a feature that appeals to owners of closely held businesses.

## Related profiles

- [Worthscape](https://altss.com/profile/worthscape)
- [WorxInvest](https://altss.com/profile/worxinvest)

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Last updated: 2026-07-08T22:41:11.542Z

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