Derek Nutter

Derek helps clients cut through the noise of today’s financial world by creating clear, organized plans that make the big decisions feel manageable. He understands how overwhelming questions like “How much do I need to retire?” or “Am I on track?” can feel, especially with so much conflicting information available.

With more than 20 years of experience, Derek designs plans that feel simple and steady for clients—almost on autopilot—while he monitors the economic environment and makes adjustments as conditions change. The goal is straightforward: keep clients moving confidently toward their long-term goals, without the constant stress of managing every detail themselves.

He works with medical professionals, retirees, business owners, and families who value practical guidance and a calm, level-headed approach.