Broker Check

The Spirit of Change

If you’re here, you know that we’ve just launched NoxNumis. With our new name and new location, we have a new website in development. Thank you for bearing with us as we feather our nest.

About NoxNumis

We’re a different kind of wealth management firm. We help each individual we serve comprehend the true totality and unique potential of their financial future.

The Inside Story

Our Services

We navigate for you the complexities of products and services for you to cut through the financial noise out there.

  • Comprehensive Investment Analysis
  • Custom Financial Planning
  • Investment Management
  • Medicare Benefit Guidance
  • Social Security Analysis
  • Retirement Income Planning
  • Estate Planning Strategy
  • Business Succession Consulting
  • Wealth Transfer Planning
  • Fiduciary Investment Management
  • Insurance and Investment Brokerage

Who We Serve

Entrepreneurs

Entrepreneurs

Those seeking customized financial solutions

Retirees

Retirees

Savers and investors near and in retirement

Farm Families

Farm Families

Multi-generational farm families

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Investors

High-net-worth investors

Executives

Executives

Highly-compensated business executives

Meet your team.

Our collaborative, team-based approach allows us to dig deeper and see more clearly.

The NoxNumis Team