Trusted by 12,000+ families

Protect what matters. Build what's next.

Personal insurance designed around the life you actually live — and a career path for advisors who want freedom, mentorship, and uncapped earning.

A+
Carrier ratings
28 yrs
In the industry
98%
Client retention
Senior financial advisor in modern office
Carrier partners
Allianz Ayudhya
Finnomena
AAGI
Solutions for clients

Insurance that earns its place in your plan.

We don't sell policies — we design coverage. Every recommendation is matched to your stage of life, income, and what you'd hate to lose.

Tax Planning

Strategic tax minimization across income, investments, and estate transfers — keeping more of what you earn.

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Investment Plan

Diversified portfolios and growth strategies matched to your risk profile, timeline, and financial goals.

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Retirement & Annuities

Income strategies designed to outlast you, with downside protection and guaranteed growth.

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Protection Planning

Comprehensive coverage solutions to protect your assets, income, and family from unexpected risks.

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Why NEX Consulting

A different kind of financial firm.

Built by advisors who left the big-name firms to do this the right way — for clients and for the people who serve them.

Independent & unbiased

We compare 40+ top-rated carriers so you get the right fit, not the easy sale.

Fast, human service

Real advisors. Same-day quotes. Claims support that actually picks up the phone.

Fiduciary mindset

Recommendations in writing, reviewed annually, with full transparency on costs.

NEX Consulting advisor team collaborating
Now hiring

Building 25 new advisors this year.

Careers at NEX Consulting

Become the advisor you wish you'd met.

Whether you're licensed or just curious, we'll show you a real path — with the training, leads, and mentorship to make it work.

  • Industry-leading commission structure with vested renewals
  • Full mentorship from a top-1% producing team
  • Licensing sponsorship & paid study materials
  • Warm lead programs — no cold-calling required
  • Equity path for senior advisors
  • Remote-first with quarterly team retreats
In their words

Stories from clients & advisors.

NEX Consulting rebuilt my entire coverage plan in a week. Same protection, $4,200 less per year.
Daniela R.
Small business owner
I joined as a part-time advisor. 18 months later it's my full-time career — and I out-earn my old salary.
Marcus T.
Senior Advisor, NEX Consulting
The annual review caught a gap in my disability coverage I didn't know I had. That call paid for itself.
Priya K.
Physician

Let's talk — no pitch, just clarity.

A 20-minute call to understand your goals, or explore what a career at NEX Consulting looks like for you.

Or call (555) 014-2200