Cornerstones of Success

Plan. Build. Review. Straightforward Fees. We give advice in common language to help align your money with your goals.

Fiduciary

As Registered Investment Advisors (RIA), we act as fiduciaries for all of our clients. That means we’re bound to act in our clients’ best interest — and we take that duty seriously. Our relationships are based on trust, good faith and honesty. We always offer clients the best advice and investment recommendations for their benefit, not ours.

A Wealth of Experience

Our team has been helping clients achieve their goals for over 35 years. Larry and Diane Nutter founded Nutter Financial Group in 1980, partnering with people to create smart financial plans, manage their assets and more. Derek Nutter and Terra Johnson have since become managing partners with more than 20 years of combined experience.

Leading-Edge Tech

Whether you want to meet face-to-face from your lake home or quickly check your account on your phone — you can do it all and more with our suite of online solutions. It’s secure, simple and more environmentally friendly. Some of our digital services include online risk assessment, private client portals and virtual client meetings.