Beyond Investing

nhabla offers financial planning and investment solutions. Our approach goes beyond traditional investing; it’s about maximizing every aspect of your wealth. With our transparent flat monthly fee, build your personalized financial plan for long-term growth, smart tax planning, and life events – all tailored to your goals. Join us, and transform the way you think about wealth.

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We aren’t like your traditional investment firms.

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WHY PARTNER WITH US

We put Clients First.

Together, we have one objective. It’s to help your money grow.

Dedicated Financial Strategist

Experienced Financial Strategists dedicated to your financial well-being, serving as fiduciaries.

Personalized Financial Plan

Personalized Financial Plans are meticulously curated to align with your unique lifestyle.

Professionally Managed Portfolio

We build investment portfolios tailored to your goals and objectives.

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Powerful Intuitive Dashboard

Our dashboard simplifies your financial overview, offering real-time tracking of your investments, goals, and performance. It’s designed to enhance your decision-making with consolidated, easy-to-understand visualizations of your entire financial landscape.

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Mobile App

App available. Access your financial plans from anywhere.

Stay connected to your financial future – track progress, and make informed decisions anytime, anywhere.

FAQ

Frequently Asked Questions

nhabla. is a financial planning and investment firm that is dedicated to providing transparent and accessible personal finance services to everyone.

nhabla. was started by a diverse team of financial professionals who recognized a gap in the financial sector that was leaving many underserved. They came together to create a financial planning company that would break down barriers and make personal finance accessible to everyone.

Our Financial Strategists are highly qualified and experienced professionals who hold industry-standard licenses. They have undergone rigorous training programs and have an in-depth understanding of financial planning and investment management.

A financial plan is a comprehensive strategy for managing your money and achieving your financial goals. At nhabla, we leverage the latest technology to develop customized plans for each of our clients based on their unique needs and objectives.

It all starts with a conversation. When you schedule a meeting, one of our dedicated financial strategists will reach out to you. This initial step is about getting to know you and determining if we're the right fit to help you achieve your financial needs.

Access our services for a flat monthly fee or opt for hourly consultations. Visit our Pricing page for more details.

Absolutely! There are no prerequisites to become a nhabla client. We are here to help with all personal financial matters. Our professionals are passionate about helping others and are trained to be involved in all financial matters.

Unlike many financial institutions that charge based on assets, we offer a simple and transparent monthly fee structure. This allows us to make financial advice accessible to everyone.

We offer personalized investment portfolios based on your specific goals and risk tolerance. Our portfolios are comprised of a mix of ETFs and mutual funds with a long-term investment horizon to help you build wealth over time.

Our approach to financial planning is centered around education and collaboration. We believe that by working together and taking an educational approach, we can help our clients improve their financial literacy and make informed decisions about their finances.

To learn more about our service, complete the information below and we will reach out to you.​

Let's have a chat