Nick Massey

Nick Massey, CFP®

Hello and welcome to our website. We are a financial planning company, committed to helping our clients preserve their wealth by avoiding the erosion caused by taxes, market fluctuations, and the unpredictable events that life can bring. Our approach is simple. We combine experience and integrity, with a thorough financial planning process and comprehensive wealth management system in an independent, objective environment.


We can assist you in work toward your life's goals and dreams through a structured wealth management process that includes financial planning, investment management and financial education. Our clients include professionals, executives, and retirees who want to make the best financial choices to help them reach their goals. And they value the guidance of an objective financial professional.


Our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of your individual circumstances, goals, and objectives. We help you make smart financial and investment decisions, thus gaining confidence in having a secure financial future.


Markets may be volatile, but our values are steadfast. We are dedicated to serving you with integrity and are committed to helping you pursue the retirement of your dreams with financial planning that is as independent as you want to be. So, whether your goal is to take a cruise around the world or pay for your grandchildren's education, we will guide you every step of the way. That is our promise. Because at Massey Financial Services, we don't represent a group of investment products, we represent you.


We look forward to discussing with you how we can become your family's trusted financial advocate.


Investments/ServicesInvestments / Services

Massey Financial Services offers a wide variety of services to help meet the financial objectives of individuals. We work closely with each client ...

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5 Areas of Financial Planning 5 Areas of Financial Planning

Comprehensive Wealth Management 

Our clients are retired, or about to retire, and want to preserve the assets they have wo...

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In The News

Featured Columnist E...
As a financial leader in his community, Nick Massey was a featured bi-monthl...
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Nick's Q&A with the Daily Ok...
Whether providing financial advice or or interpreting the turbulence of the ...
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Media Library