Xerxes, a nearly 20-year veteran in the financial services industry, started his career in 2005 with American Express Financial Advisors, later spinning off to become Ameriprise Financial. In 2010, he co-founded Wealth Avenue, became an owner with Reservoir Financial in 2021, and has been a Registered Representative with United Planners Financial Services of America since 2016. He works closely to help small business owners, employees receiving stock-based compensation, and healthcare professionals accumulate, manage, and preserve wealth. In December 2020, Xerxes launched The Money Maps Podcast With Xerxes — an educational podcast around finances.
His academic and professional credentials include a management degree from Old Dominion University (2005), the Chartered Retirement Planning CounselorSM (CRPC®) designation (2006), and the Professional Financial Planner certification from Old Dominion University's Executive Development Center (2008). As a CERTIFIED FINANCIAL PLANNER™ professional, Xerxes provides comprehensive financial counsel, partnering with specialists in tax planning, estate planning, real estate, and philanthropy helping to ensure clients have a holistic financial plan centered around their specific goals.
Remaining connected to his alma mater, Xerxes plays an active role on the Executive Advisory Council to the Strome College of Business and has frequently addressed the business school and entrepreneurial center. In 2017, he established the Xerxes L. Nabong Competitive Endowment Award fostering academic growth to students studying business at Old Dominion.
Xerxes's exemplary achievements have earned him numerous accolades, including Top 40 Under 40 award from Inside Business (2009) and several recognitions from CoVA Biz Magazine—including Millennials on the Move (2016), Best Local Entrepreneur (2019), Young Business Person of the Year (2019), and Best Financial Advisor/Wealth Manager (2022 and 2023). In 2021, he was honored in the premier edition of Old Dominion University Alumni Association’s Top 40 Under 40 class.
Originally from Norfolk, Virginia, Xerxes resided in Virginia Beach for 15 years before moving to Scottsdale, Arizona in 2020. He continues to cater to clients in both locations, ensuring personalized in-person consultations.
Xerxes L. Nabong is a Registered Representative offering securities and investment advisory services through United Planners Financial Services of America - member FINRA & SIPC. Wealth Avenue™ and United Planners are not affiliated. CoVa Biz Magazine, the business magazine of Coastal Virginia, honors CoVa's outstanding businesses and leaders, as determined by a "Reader's Choice" voting process.
The Best of Business rating is not representative of any particular client’s experience, and is not indicative of the investment adviser’s future performance. The ratings for the 2023 Best Financial Advisor/Wealth Manager is based on overall votes from Jan 3, 2023 till Feb 14, 2023. The number of advisors who were eligible for the Best of Business rating was twelve and the number of recipients was three.
Contact information: Arizona - (480) 687-9339, Virginia - (757) 394-3486, xerxes@wealthavenue.us
