Empowering Advisors in Goals-Based Investing
Nebo Wealth is a platform for goals-based investing and personalized portfolio construction, powered by award-winning wealth optimization. It’s how advisors elevate their advice, deliver more personalized, goals-driven portfolios, and seek to achieve better outcomes for their clients—and their firms.
What Sets Us Apart and Elevates Your Advice
Goals-Driven
Portfolio Construction
Say goodbye to generic model portfolios based on simple risk scores and deliver personalized, goal-driven asset allocation tailored to each client.
Advanced Wealth Optimization
Identify what a client needs to reach their financial goals and the optimal investment mix to maximize their chances of success.
Optimal Risk
Alignment
Determine the lowest level of risk a client requires and the maximum they can handle. Find the ideal balance or explore potential opportunities.
A Recognized Leader in Goals-Based Investing
Nebo Wealth has been refined over a decade within a leading global investment firm (GMO) and has been honored with multiple awards for innovation since launching to advisory firms in 2022.
Empowering Advisors with Proven Benefits
We recently surveyed our advisor community to understand how Nebo is helping them. We’re both proud of the impact and motivated to keep improving.
94%
Improves Quality of Advice
100%
Boosts Confidence in Investment Process
88%
Improves Quality of Advice
85%
Greater Client Confidence
87%
Builds Greater Trust with Clients
83%
Improves Investment Outcomes
Results based on survey of existing Nebo Wealth users in January 2025. More than half of our users participated in this survey, providing insights based on their real-world experience with Nebo.
Earning Industry Praise for Innovation
“Nebo Wealth provides advisory firms with the holy grail of portfolio management.”
Bob Veres
Inside Information, March 2024
“Nebo offers a demonstrably superior approach to portfolio optimization.”
Bill Whitt
Datos Insights: The Future of Goals-Based Investing, May 2024
“I found it to be one of the best platforms for financial advisors I have ever seen.”
Michael Edesess
Advisor Perspectives, December 2022
The Perfect-Fit Portfolio for Every Client
Our goal-driven investment policy process delivers fully customized solutions to help ensure clients have the wealth they need at every stage of their financial journey.
For Illustration Purposes Only. Not all asset classes represented in the portfolio allocation may be appropriate for all investors.
Offer Investment Solutions That Truly Align with Clients’ Financial Plans
As a dedicated financial advisor, your clients depend on your expertise for comprehensive financial and cash flow planning. Shouldn’t their investment portfolios mirror that same dedication and align perfectly with their unique goals, fostering greater confidence and trust in their financial future?
Trusted by Leading Advisors
Heximer Investment Management
Brandon Kremer
Portfolio Manager
“Before Nebo, we customized client portfolios around five proprietary model allocations. Now, we can deliver over 100 unique, personalized client model portfolios, truly elevating our clients’ experience, without taking any more of our team’s time or resources.”
Pacific Capital Associates
Rich Toscano
Investment Manager
“With Nebo Wealth, we design better portfolios and do better simulation testing, than anything close to what we could do before … enhancing our confidence in the plan and our investment strategy.”
Bondurant Investment Advisory
Scott Bondurant
Founder and CEO
“We now can provide systematically, custom portfolios that have a much higher probability of meeting our clients’ goals … it doesn’t get more important than that in terms of providing sound advice that is meaningful for our clients.”
Explore Some of Our Popular Articles
The Future of Goals-Based Investing:
An Award-Winning Four-Step Process to Improve Investor Outcomes
The Paradox of Choice in Model Marketplaces:
Why More Options Are Making it Harder for Advisors to Deliver Better Outcomes
The Perils of Outsourcing Asset Allocation to a Risk Score
Addressing Compliance Risk: Three Birds, One Stone
Grow and scale in a more efficient and compliant manner
Featured in leading industry publications
Ready to see the platform in action?
Most advisors who explore our tools find that seeing them in action makes all the difference. Click on the link below to schedule a brief exploratory call and interactive demo and take the first step to a more personalized, goals-driven investment process.
