Meet Nicholas St. George, CFP®
I work with a select group of families, professionals, and business owners who care about one thing: building financial freedom on their own terms — without cookie-cutter templates or tax surprises. What sets me apart isn't the alphabet after my name (CFP®, CRPC®, CPFA, BFA) — it's honest conversations and long-term relationships built on trust. I joke that I have to be honest: I'm too slow to run and too big to hide.
Why I do what I do
My finance journey started young — winning a stock-market game in grade school, sparked by a childhood thank-you share of Disney and IBM from my grandparents. That curiosity led to a finance degree at Bryant University and, eventually, to the designations and licenses that let me serve clients with skill and integrity through LPL Financial. Today I live in Denver, NC with my wife Kelly and our two kids, Bo and Caroline. Their future is my daily reminder that planning isn't about charts — it's about giving real people real choices. Outside the office you'll find me playing golf or hockey, swimming, or on the ocean looking for the big catch.
What I stand for
Transparency & integrity
No hidden fees, no fluff. I work exclusively for you.
Customized planning
You're not a template; every plan is tailored to your life
Responsiveness & partnership
As your financial co-pilot, I stay in the trenches with you through every market shift and life chapter.
Who I serve bestIf you're 40+ and serious about building or preserving wealth — a busy professional, business owner, or family-focused planner — we may be a great fit, especially if you value tax-sensitive planning, fee-based advice with no product conflicts, and long-term strategy tied to your life rather than quarterly benchmarks.
Meet the Team
Rachel Melgard
Client Service ManagerRachel brings over 15 years of administrative and management experience supporting financial and wealth-management professionals — overseeing office operations, coordinating complex schedules, managing projects, and supporting marketing and client-engagement initiatives. She's known for building efficient systems for client management and team coordination, and for steady executive support, clear client communication, and well-run operations. Rachel lives in Connecticut, where she's raising her two sons and supports causes close to her family including Fragile X programs and Unified Sports. Outside work she enjoys travel, art, and exploring new places, plus time at home with her two pug dogs, Mabel and Rocky.
Find a time that works best for you.
Don't hesitate to contact us and schedule a meeting at your convenience. Whether it's for a quick hello or to review your portfolio, we provide complimentary consultations on all financial services and strategies. If that’s too personal, feel free to email us below.