We're The Nest Egg Financial Group LLC.

Sound financial planning does not happen by accident... it happens by appointment.

Financial Soup

Financial Soup

See us on youTube: 40,000+ views / 1,400 subscribers. Financial Soup delivers clear, actionable finance lessons, tool walk-throughs, and structured roadmaps for people who want to take control of their money. New videos break down investing, budgeting, debt strategy, and product reviews into simple steps you can use today. <Click> button above to view ‘Financial Soup.’

Fractional

Fractional Financial Planning

Fractional financial planning: affordable, on-demand financial advice tailored to your goals. Flexible, monthly or hourly planning for retirement, education funding, and major life events. Targeted investment and tax-efficient strategies to grow and protect your wealth without long-term commitment. Cash-flow optimization and debt-reduction plans delivered by experienced planners when you need them. <Click> button above to find out more.

Traditional

Traditional Financial Planning​

Expert retirement planning to secure your future and maximize retirement income. Personalized financial plans for goals like homeownership, education, and major life events. Tax-efficient investment strategies and portfolio guidance to grow and protect your wealth. Debt reduction and cash-flow planning for financial freedom and long-term stability. <Click> button above to find out more.

About Us

The Nest Egg Financial Group... where financial experience meets personalized guidance.

We understand that every financial journey is unique, and we're here to be your trusted partner in navigating a path to prosperity.

We believe in the transformative power of informed financial decisions and strive to provide expert guidance that goes beyond numbers – it’s about your dreams, aspirations, and the legacy you want to build.

Founded on a commitment to excellence, The Nest Egg Financial Group brings together a team of seasoned financial experts dedicated to your success.

Our expert advisors work closely with you to create a customized roadmap tailored to your unique goals and aspirations.

Our Services

Embark on a journey towards financial security with our financial planning services.

Financial Planning

We help individuals and families set realistic goals and create actionable plans to achieve them- whether it's retirement, purchasing a home, or expanding a business. We tailor pathways for covering your needs and achieving your wants.

Insurance Services

Life insurances are a vital component of financial planning. It offers protection, financial stability, and can create a legacy for loved ones. It offers peace of mind for families and businesses in the face of one of life's certainties.

Investment Advisory

Get access to professional money managers and their strategic foresights. Make informed decisions based on metrics that can drive long-term wealth creation while managing risks effectively. Risk evolves as time horizons get shorter.

24/7 Total Transparency

Account Access

OneView Accounts Access

OneView is the primary site we suggest you visit to check balances and see how your accounts are performing.  Unlike our other account access eQuipt which is primarily investment (Pershing) related, OneView adds accounts that may be held on different platforms- such as annuities and life insurances. This allows you to easily consolidate and organize your investment accounts and generate in-depth reports.  Access your accounts anytime from anywhere in the world on our secure web site.

OneView

eQuipt 24/7 Account Access

Use eQuipt as the primary site for printing statements and signing up for e-delivery to cut down on the amount of mail you receive. eQuipt provides you with online access to your investment accounts held at Osaic/Pershing, night and day, seven days a week. Once you are enrolled, you will receive an email notification whenever a new statement or trade confirmation is available to view online.

eQuipt
What Sets Us Apart

We’re here to guide you every step of the way. Your financial success is our priority.

Our approach is highly personalized.
We prioritize transparency in our interactions.
Relevant and up-to-date financial advice.

We work in a regulated industry.

We offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced herein are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD, VA, DE and FL. No offers may be made to or accepted from any resident outside the specific states referenced herein.

FORM CRS

A Customer Relationship Summary (CRS) is a document that provides a concise overview of the services offered by financial firms, such as investment advisers or brokers, and the relationship a customer can expect with the firm. It is designed to help customers better understand the nature of the services provided, the fees involved, and the potential conflicts of interest that may arise. Click on the title above for Osaic's Customer Relationship Summary.

Michael Bogdan
- lead advisor & founder

OSAIC

Osaic (formerly known as Advisor Group) is one of the largest networks of independent financial professionals in the United States. It provides services to financial advisors and investment firms, helping them grow their practices and serve their clients effectively. Osaic supports financial professionals with resources, technology, compliance support, and access to a broad range of investment and insurance products. Click on the title above for the OSIAC web-site.

FINRA

FINRA, the Financial Industry Regulatory Authority, is a U.S.-based self-regulatory organization (SRO) that oversees brokerage firms, brokers, and securities markets. Its mission is to protect investors and ensure the integrity of financial markets. Click on the title above for the FINRA web-site and its 'BrokerCheck' for background information about licensed brokers and/or investment advisors.

SIPC

The Securities Investor Protection Corporation (SIPC) is a non-profit organization in the United States that protects investors if their brokerage firm fails. SIPC provides limited insurance coverage to ensure that customers' investments are safeguarded under specific circumstances. Click on the title above for the SIPC web-site.

What our clients say about us

Reviews

kahffeb-2026
In out meetings, I uncovered that Michael has a teaching background as well as his very solid / in-depth financial expertise. His style is to coach/educate and provide options so that you as the customer are comfortable in taking next steps with assurance!
Financial Soup
Financial Soupfeb-2026
40,000+ views / 1,400+ subscribers... check it out!
vdcjan-2026
Michael has put me at ease since day #1, preparing to pay for college. It has been 9 years now, many college payments later, and I continue to find Michael's guidance not only applicable to finances but also to peace of mind.
ktf
dec-2025
Likelihood to recommend: How likely are you to recommend my services to others?
Contact us today for a personalized consultation!

Sound financial planning does not happen by accident... it happens by appointment.

Get your free consultation

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Copyright 2026 [The Nest Egg Financial Group LLC]

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