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About Nash & Associates

Nash & Associates is a financial services firm specializing in all facets of investment advice, from asset allocation to estate planning. Our small team only works with 100 families at a time, allowing us to be highly accessible and accountable for each client. Right from the start, we provide objective, easy-to-understand solutions tailored to your unique financial goals—engaging you every step of the way. We believe collaborative, ongoing relationships lie at the heart of successful financial plans. Founder and Chief Executive Officer Robert Nash has over twenty years of experience with globally esteemed financial services and investment banking corporations. Hired by Merrill Lynch in 1987, Robert learned all aspects of the business from the mail room to the board room. He also served Citigroup Global Asset Management as a Senior Vice President before opening his own firm. Robert takes deep pride in engaging each of his clients in a meaningful way and fiercely advocating for their interests. Are you hoping to take control of your financial course? If so, reach out to us for a complimentary consultation. Securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Nash & Associates and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

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