Jeremy Torgerson, nVest Advisors Founder & CEO

We’re passionate about helping you. (Yes, you.)

Most investment firms really only want one kind of client: the one with lots of money to invest. But that’s not our mission here at nVest Advisors. 

We believe working families and small businesses need (and deserve) quality financial advice and investment management, too. 

That’s why we created a strictly-no-commission, fully fiduciary financial planning firm with no account minimums, no sales pressure, and no gimmicks. It’s not about where you are today that matters to us – it’s where you want to be in the future.

If you sincerely want to better your financial life, we sincerely want to help.

So whether you’re a working professional needing to plan for retirement, a young family struggling with debt, a retiree wanting to maximize your monthly income, a small business wanting a trusted financial ally on your side, or a company looking to give your employees a personal, human financial advisor for your 401k, you’ve come to the right place.

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

How can we help you today?

I need a plan.

Simple. Easy to understand. And most important, workable.

That’s the way we do it here at nVest Advisors, and that makes our planning process unique.

Most financial planners change you over $1,000 to create an enormous, complicated, 50-page financial plan that takes you from today, all the way to age 95.

There’s just one problem: Those plans don’t work. Things change. Life gets in the way.

Instead of theoretical, 40-plus year projections, we believe in helping our clients set smaller goals, closer together, and then working with you to achieve them.

We call this the nVestor LifeCycle, and you can get started for as little as $29 a month.

Click here for more info about the nVestor LifeCycle program.

I need to invest.

Do it simply, with no commissions or sales charges. Ever.

We’re a fee-only financial advisor because we believe it’s the most ethical and least conflicted way to manage your money. You shouldn’t have to wonder if your investment advisor’s recommendations are for our benefit, or for yours.

Also, we’re full legal fiduciaries for all of our clients, from your very first day and your very first dollar.

Whether you are just getting started investing, have a 401k to roll over, or have a large nest egg, trust or inheritance to manage, we can handle it. All with no commissions or surrender charges, ever.

Click here for more info about investment management services.

I own a business.

 We’ll help make sure your retirement plan works for all of your employees.

With the new Department of Labor Fiduciary Rule, it’s more important than ever to make sure your company’s retirement plan works in the best interest of your employees.

We’ve been helping companies and organizations manage their 401(k), 403(b), 457, and SEP and SIMPLE IRA plans since 2008, including Texas TRS and Colorado PERA employees.

If your company doesn’t have a plan yet, we’ll help you start one. And if you already have one, we’d be delighted to give you a competitive bid.

Click here for more info about the our services for employer-sponsored plans.

I want to learn.

Whether you become a client or not, we want to help you learn about money.

Our firm started in the Rio Grande Valley, TX; one of the poorest regions in the U.S.

So one of our missions, from our earliest days, was to provide financial education opportunities to the communities we serve, free of charge. We offer these opportunities without cost or obligation, without a sales pitch or any pressure to become a client.

We encourage you to take advantage of these opportunities! Follow us on social media, listen to our podcast, read our blog, or attend our webinars. You can also subscribe to one of 12 periodic newsletters, based on your interests.

Click here to join our mailing list.

Are you financially fit? Take our 6-question quiz right now, and find out!

Recent Blog Posts:

1211, 2018

Holiday Hours & Deadlines – 2018

November 12th, 2018|0 Comments

The Holiday Season is almost here! Please take note below of several market/office closures and administrative deadlines coming up in the next six weeks: Sunday, November 18:  All 403(b) and all other ASPIRE-held accounts will be

911, 2018

Changes to client communiation in 2019

November 9th, 2018|0 Comments

One of the challenges we are always facing at nVest is how to communicate with our clients in ways that are frequent and meaningful without becoming too frequent and a professional version of "TMI". After

1109, 2018

nVest Advisors CEO a featured Investopedia pro

September 11th, 2018|0 Comments

As you may know, providing financial advice and education to average American families and small businesses is our passion, and it's something we spend a lot of time on here "behind the scenes". It's nice

2808, 2018

Autumn Office Hours & Holidays 2018

August 28th, 2018|0 Comments

A quick note to let our clients know of our office hours during the coming two months. Market Holidays Investment markets, banks and government agencies are closed Monday, September 3 for Labor Day, and Monday,

2808, 2018

403(b) Plan Changes: Is It Time to Switch Retirement Plans?

August 28th, 2018|Comments Off on 403(b) Plan Changes: Is It Time to Switch Retirement Plans?

403(b) Plan Changes Is It Time to Switch Retirement Plans? Traditionally, most nonprofit organizations that offer a defined contribution retirement plan to employees have sponsored 403(b) plans. However, new regulations for 403(b) plans have led

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