CoNext Wealth Partners is a financial planning firm based in McMurray, Pennsylvania, focused on helping clients connect with their financial future. Its services are designed for people at different stages of life, including high-earning young professionals, those preparing for retirement, and individuals seeking to strengthen their overall financial plans. The firm was founded by a 25-year Air Force veteran who holds the Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®) credentials, bringing a disciplined approach to its work.

CoNext Wealth Partners uses financial planning technology and modeling tools to create holistic plans tailored to individual goals. Its offerings include comprehensive financial planning, retirement and income planning, investment management, tax-sensitive investing and advanced tax strategies, insurance risk analysis and planning, college planning, certified student loan repayment services, and estate planning. The firm also emphasizes risk management as part of its broader planning approach. Securities are offered through LPL Financial, while investment advice is provided through Stratos Wealth Partners, Ltd.; these are separate entities from CoNext Wealth Partners.