Business Details
45 Years
experience
Your Trusted Financial Partner in Frankfort, IL
Since 1981, we have dedicated ourselves to providing personalized financial solutions that reflect the unique goals of each client. Our approach begins with understanding your aspirations, whether they involve retirement planning, wealth preservation, or estate management. With over four decades of experience, we combine industry expertise with a commitment to building lasting relationships. Our team of seasoned professionals prioritizes transparency, ethical practices, and client education to foster trust. We specialize in investment management, tax planning, and retirement strategies, ensuring every recommendation aligns with your long-term objectives.Recognized for excellence through awards like the 2024 5 Star Wealth Manager designation, we remain focused on delivering exceptional service. Our BBB accreditation underscores our dedication to accountability and client satisfaction. By maintaining a client-first philosophy, we aim to simplify complex financial decisions and empower you to achieve financial security. Our office in Frankfort, Illinois, serves as a hub for personalized guidance tailored to your unique circumstances.
Services
Investment Management
Wealth Management
Retirement Planning
Estate Tax Planning
IRA Rollovers
Inheritance Analysis
Death Estate Administration
Details
- Year established: 1981
Highlights and features
- We offer personalized financial planning tailored to your unique goals.
- Our team has over 40 years of combined experience in wealth management.
- We hold industry-recognized registrations including Series 7 and 66.
- Our BBB accreditation demonstrates commitment to ethical business practices.
- We prioritize face-to-face client relationships over transactional interactions.
Associations and certifications
- Better Business Bureau
- FINRA
- SIPC
What people say
Personalized financial planning
Experienced advisors
Comprehensive strategies
Trustworthy relationships
Award-winning service
Services
Investment Management
We develop customized investment strategies aligned with your risk tolerance and financial objectives. Our team conducts thorough market analysis to create diversified portfolios that balance growth potential with risk mitigation. With ongoing monitoring and rebalancing, we help clients navigate changing market conditions while maintaining focus on long-term goals.
Wealth Management
Our comprehensive wealth management approach addresses all aspects of financial health, including asset allocation, tax efficiency, and legacy planning. We work closely with clients to create integrated strategies that coordinate investment decisions with broader life goals, ensuring a cohesive path toward financial security.
Retirement Planning
We help clients design sustainable retirement income strategies that consider Social Security optimization, required minimum distributions, and withdrawal sequencing. Our planning process evaluates pension options, healthcare costs, and longevity factors to create confidence in post-career financial stability.
Estate Tax Planning
Our estate planning services focus on minimizing tax liabilities while preserving wealth for future generations. We collaborate with legal professionals to implement strategies like trust administration and charitable giving, ensuring your assets are distributed according to your wishes with maximum tax efficiency.
IRA Rollovers
We assist clients in navigating retirement account transitions, including 401(k) rollovers and Roth conversions. Our process ensures seamless transfers while maintaining tax advantages and compliance with IRS regulations, helping clients optimize their retirement savings structure.
People
Thomas A. Nestlehut
Financial Advisor
With over 40 years of experience, Tom emphasizes in-person financial planning consultations. He focuses on building lifelong client relationships through trust and transparency, contributing to financial publications and media discussions on wealth management strategies.
Adam J. Beierle
Financial Advisor
Adam specializes in long-term financial goal planning, holding Series 7, 63, and 66 registrations. He graduated from Eastern Illinois University in 2009 and focuses on portfolio diversification and asset allocation strategies for clients.
Michael D. Kordas
Financial Advisor
Michael offers holistic financial planning with Series 7 and 66 registrations. He graduated from Southern Illinois University in 2014 and focuses on customized income planning and client relationship development through personalized service.
Kyle J. Tripi
Financial Advisor
Kyle specializes in investment research and client relationship building, holding Series 7 and 66 registrations. He graduated from the University of Iowa in 2020 and focuses on creating tailored investment strategies for clients.
Margaret Cinotti
Associate
Margaret manages death administration processes and trust funding, supporting clients and professionals with estate planning needs. She has served Nestlehut Financial Services since 1999, providing continuity in client service operations.
Questions
What financial services do you specialize in?
We specialize in investment management, retirement planning, estate tax strategies, IRA rollovers, and wealth preservation solutions tailored to individual client needs.
How do you work with new clients?
We begin with in-person consultations to understand your financial goals, followed by customized strategy development and ongoing portfolio management aligned with your objectives.
Are you licensed to operate nationwide?
Our advisors are registered to serve clients in multiple states across the U.S., with compliance monitoring through Cetera Advisors LLC.
What accreditations do you hold?
We maintain FINRA/SIPC registrations through Cetera Advisors LLC and hold BBB accreditation for ethical business practices.
How are investment decisions made?
Decisions are based on your risk tolerance, financial goals, and market analysis, with ongoing portfolio adjustments to maintain alignment with your objectives.
What makes you different from other advisors?
Our relationship-focused approach combines personalized service with decades of experience, emphasizing face-to-face communication and client education.
Reviews (1)
Samuel Nde
Jun 04, 2017
Report
These guys have the best customer service. It almost seems like your problem is solved before you tell them.
