NAUTILUS Financial Group An Independent, Fee-Only Financial Advisory Firm.
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Who We Are
Your Fiduciary Partner for a Purposeful Financial Future
As an independent, fee-only advisory firm, we’ve removed the conflicts of interest found at big banks to put one thing first: you.
Based in Virginia Beach, Nautilus Financial Group was founded on the belief that financial planning should be as transparent as it is personal. We serve as your dedicated fiduciary, meaning we are legally and ethically bound to act in your best interest at all times. Whether you are navigating the complexities of wealth management or just beginning your retirement journey, we provide the steady guidance and objective expertise you need to protect your legacy and pursue your dreams.
Fee-Only
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
Comprehensive
It’s more than just investing successfully. We understand the big picture.
Our Services
Custom Portfolios
Tailored investment strategies designed around your unique risk tolerance and long-term goals. We leverage the freedom of an independent Registered Investment Adviser (RIA) to select high- quality assets that fit your specific financial picture.
Retirement Planning
Navigate the transition to retirement with a clear roadmap for Social Security, pensions, and personal savings. We help you define what “retirement” looks like for you and build the confidence to reach it.
Wealth Management
A holistic approach that looks beyond just investments to include estate planning, tax efficiency, and insurance coverage. We coordinate with your CPA and attorney to ensure every piece of your financial puzzle fits together.
401k Consulting
Professional analysis and management of your employer- sponsored retirement accounts. Whether you are an existing client or need hourly consulting, we strive to your 401(k) allocations are optimized and corrected for peak performance.
College Savings
Invest in the next generation by establishing and managing tax- advantaged 529 Plans. We provide this as a courtesy to our clients, handling the setup and ongoing maintenance with no additional fees.
Secure Access to Your Wealth
Your Investment Platform Partners
Meet Your Financial Partners
We know the community because we’re part of it. Just one mile south of Town Center, Nautilus Financial Group is an independent advisory firm committed to helping you achieve long-term financial success through personalized strategies built on trust, ethics, and a deep understanding of your goals and dreams.
Our Mission
Our mission is to cultivate personal relationships with our clients and empower them to reach their financial goals regardless of what stage of life they are in.
Ready to Define Your Financial Picture?
We provide a comprehensive financial solutions for investors, professionals, and retirees. We have a deep understanding of our clients’ challenges and opportunities.