Nick Kyburz
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Nick
Bio
Hi, I'm Nick! I've been obsessed with personal finance ever since I was a young teenager, but I hated the idea of selling financial products. That passion led me down two paths: financial planning and AI engineering. I'm passionate about optimizing every dollar — keeping more money in your pocket and less going to taxes. I specialize in working with professionals who are accumulating wealth through strong incomes, equity compensation, and disciplined investing. Whether you're trying to optimize RSUs, evaluate stock options, determine if you're on track for Coast FIRE, or answer the question "Can I retire early?", I can help you build a clear roadmap. I've built countless financial plans while working for The Money Guy Show and want to bring that expertise to you. I'd love to help you work through your unique situation and feel confident in your decisions!
I Can Help You With
I Enjoy Working With
Personal Stuff
My wife and I spent eight great years in Chicago before making the move to the Nashville area two years ago. We brought our five-year-old dog, Nala, along for the adventure, and recently welcomed our first baby girl, Eleanor, into the family. Outside of work, I’m happiest spending time with my family, whether that means exploring a new hiking trail, trying out a local restaurant, or squeezing in a workout together in our garage.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Early Retirement Planning
- Financial Independence
- Investment Strategy
- Portfolio Reviews
- Asset Allocation
- Tax Planning
- Roth Conversions
- Tax Optimization
- Equity Compensation
- Stock Options
- RSU Management
- Knowledgeable
- Prepared
- Thoughtful
- Clear
- Patient
- Friendly
- Personable
- Professional
- Compassionate
- Honest
- Transparent
- Practical
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Great first meeting
Extremely educational first meeting to discuss upcoming retirement. Explained everything in detail and gave us a plan to work on completing before we retired. Will definitely be using him again to help make sure we remain on track as we get closer.
Nick was everything I could hope for, and more!
Nick was everything I could hope for, and honestly, much more! He came super prepared and I felt like he could provide advice to someone just starting out on their personal finance journey or someone super knowledgeable. I consider myself a little more advanced than the average person and he truly leveled up my knowledge in a single session. I was and am absolutely blown away by his knowledge and will 100% book with Nick again! Thank you again for the incredible work and thoughtful guidance during our session Nick. The detailed action plan, complete breakdown and tailored investment strategies gave us total clarity on how to optimize our finances for the rest 2026 and beyond. Your expertise makes a huge difference for our family. THANK YOU so much!
Left feeling confident and encouraged
He answered my questions in terms I could understand. He didn’t make me feel silly or like I should be in a different spot. Will definitely be meeting with him again!
Satisfied Customer
Nick was easy to work with and was able to understand my situation and give solid advice based on that. I look forward to booking him again in the future!
Knowledgeable & Articulate
Highly recommend Nick! very articulate and knowledgeable; gave great recommendations, clear roadmap & action items to follow with our specific situation. I would definitely use him again!
A Thorough and Thoughtful Meeting
My wife and I had an excellent hour-long meeting with Nick. He addressed each of our questions thoroughly and thoughtfully. He gave honest feedback and we feel like we understand his personal finance philosophy -- it's a good fit for us. We left our first meeting feeling like we had a game plan moving forward, and look forward to working with Nick for the long haul!
Nick was extremely knowledgeable about all aspe...
Nick was extremely knowledgeable about all aspects of financial planning and investing that we discussed. He provided actionable steps on a plan forward and that’s is exactly what we wanted. He educated us on the fees etc that different investment scenarios entail and how to navigate that the best way.
Great resource for FIRE, SWR, and SORR
Nick had great knowledge of all the topics I wanted to cover and came prepared. I'm a DIY planner but wanted input and second opinion on asset allocation to manage SORR and MAGI for ACA. Nick validated some of my assumptions and made me question others. He recommended several incremental but important changes to my plan - all in an hour. Definitely recommend and will leverage Nick again.
Beyond Pleased
Nick Kyburz is a very down to earth, logical, and transparent advisor. I believe he has my best interests first and foremost, he is a family man, professional, friendly, and I trust utilizing Nick and Nectarine over any other Financial Institutional Advisory firms. For a fee only based advisor I am very pleased to have been introduced and working withNick Kyburz.
Nick had lots of great suggestions and recommen...
Nick had lots of great suggestions and recommendations and literally "ran the numbers" as we were talking through options to help me see what impact different saving rates had on our future plans. I was very impressed with Nick!
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.