NEST Financial

NEST Financial is a financial planner in Austin, TX. The firm offers personalized financial planning, investment management, retirement strategies, and estate planning for individuals, families, and business owners. Their services are structured around a four-step approach: "Dream It" for vision setting, "Build It" for crafting financial blueprints, "Grow It" for cultivating wealth, and "Give It" for charitable and legacy planning. This framework is designed to support innovators, creators, and leaders in turning ideas into actionable plans while aligning financial resources with personal ambitions.

The team includes Dan Dillard, the founder who brings more than 20 years of finance experience to the firm. Dillard also serves as a business advisor and is known for his work in storytelling and media. Katie Nolan acts as the Marketing and Project Manager, coordinating cross-departmental projects and managing content strategies. Lauren supports client services and helps edit financial blogs while studying economics. Client feedback highlights the team's responsiveness and their focus on providing advice based on the client's best interests, with specific mentions of their ability to adjust to market conditions and maintain balanced accounts.

The office is located on the second floor of 310 Comal St. It sits just steps from Comal Pocket Park and is within a short walk of the Plaza Saltillo train station and the Onion Street Paseo. The area also features the Don Vito Alessio Robles public artwork nearby.

NEST Financial holds a 5.00 rating based on client reviews. The firm emphasizes a local approach, combining financial expertise with a focus on helping clients live fully and pursue their specific goals in the Austin community.