Simple. Human. Authentic.

They may not be words that come to mind when you’re talking about financial planning or investing. But that’s our approach here at nVest Advisors. 

Whether you’re a working family needing guidance and assistance, a small business wanting a trusted financial professional on your side, or a company looking to give your employees a personal, human advisor for your 401k, you’ve found a kindred spirit here.

Built by regular people, for regular people.

nVest Advisors is a family-owned financial planning and investment advisory firm built to serve the needs of regular, hard-working American families and small businesses. If you’re needing a low-cost, high-tech financial advisor built for the people who make America great, you’ve found it.

Proud to be a contributor to these and other financial media:

Low-Cost Financial Planning

Spend your money on your future, not your plan.

Many planners charge over $1,000 for a personal financial plan. With today’s tech, that is completely unnecessary. Our “Family Roadmap” financial plan is just $249 complete.

You can’t know where you’re going if you don’t know where you are.

Without a plan, most families won’t reach the financial goals for themselves in time. Failing to plan really is planning to fail. Let us help!

Work with a pro in a way that fits your busy schedule.

We know you’re busy. That’s why we utilize technology like video conferencing, online data entry, and a cloud-based plan we can work on together.

Click here for more information about our financial planning services, including a free online retirement checkup you can complete right

Commission-Free Investment Management

No  account minimums to start

It doesn’t matter how much you have now. What matters is that you START now. That’s why we happily accept new investors, and help you start toward your goals

You choose what you pay for.

Not every family’s investing needs are the same, so why pay for more than you need? At nVest, you can choose from 3 different levels of account service to help you control your investing costs.

A real, human financial advisor.

You’ll be served by a real, live personal financial advisor, not a call center. Plus, being a fee-only investment firm means we work for you, not an investment company.

Want to learn more about having us manage your investments? Click here for more information about what you’ll experience as an nVest client.

Recent Blog Posts:

  • nVest Advisors Company Update

Company Update – October 1, 2017

October 10th, 2017|0 Comments

Company Announcement from CEO Jeremy Torgerson: We've been working hard on several new initiatives over the summer and I'm pleased to announce four of which that are completed and now in effect. New Types of

The Equifax breach is really, really bad.

September 29th, 2017|0 Comments

A massive data breach at Equifax has compromised up to 143 million people's personal information. But this was not one of those data breaches that everyone is accustomed to hearing about – like the ones

The Fed, Interest Rates & Me

September 29th, 2017|0 Comments

What investors need to know If the Federal Reserve Raises Interest Rates Janet Yellen, Federal Reserve Chair, and other Fed officials have provided advance warning about coming increases in interest rates.  When, or if, the

Brick-and-Mortar: The Precarious Fate of Traditional Retail

September 20th, 2017|0 Comments

The rise of e-commerce has been a disruptive force in the retail sector. In fact, 5,300 store closings were announced in the first half of 2017 — about three times as many as during the

A quick review of permanent vs. term insurance

August 29th, 2017|0 Comments

When faced with the wide range of life insurance coverage available, you may wonder what type fits your needs now and what coverage you should consider for future needs. A good first step is to

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