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About Us

Helping Families Transfer Wealth from One Generation to Another

Bringing nearly 40 years of financial industry experience to your side, Nichols Financial Strategies serves individuals, families, and businesses in the agricultural industry, as well business owners and entrepreneurs from a broad base of other industries. Our team has extensive knowledge and a deep-held passion for working with family-owned businesses in the Central Valley that have a wide range of needs, from succession planning and exit planning to comprehensive wealth management and retirement planning. We take pride in helping families and individuals transfer their wealth from one generation to the next in a responsible, impactful way.

Our collective mission is to empower the individuals and family-owned businesses we serve by providing personal service and proactive guidance for every phase of their financial life.

We Believe in Simple, Straightforward Advice

From the moment you walk through our doors at Nichols Financial Strategies, our team has a sole focus: working closely with you as your steward. A steward that provides simple, straightforward financial advice. Our loyalty and compassion for those we serve are only surpassed by the dedication, diligence, and down-to-earth work ethic we live out each and every day for our clients. If you’re working hard to build a lifetime of wealth, we feel it’s our responsibility to work even harder to ensure we preserve it – together.


Meet Our Team