About Us

Our Values

What Makes Us Right for You?

Ultimately, it comes down to our passion and experience for what we do and who we work with. 

  • We are a mission driven firm that directly ties our success to the success of our clients and the communities they live in.
  • We go above and beyond making sure that you not only have have a plan, but also the tools & resources to keep you informed and empowered each step of the way.
  • Our passion for investing and engaging with companies that prioritize diversity exemplifies our mission to create wealth equity.
  • Having experience investing across public and private markets helps us create opportunities for growth through well diversified portfolios.

Our Mission

Our mission is to further wealth equity – where financial planning and investment management creates inclusive economic growth. We do this by offering unparalleled service to individuals, families, and institutions that are focused on aligning their mission with their portfolio. 

Meet Our Professionals

We pride ourselves on having the best, diverse team of Financial Planners and Investment professionals. Learn more about each team member by clicking on their picture below.

Director of Financial Planning

Tax Planning & Solutions Advisor

Managing Director of Public Relations

Working at Nubian Square Investment Advisors

Our company is growing and we are invested in bringing on new talent that can help us reach our company goals and provide expert service to our client base. If you are interested in working at Nubian Square Investment Advisors.