See the difference simplicity, transparency, and humanity makes in your investing experience.
Teacher Retirement Plans
Expert advice and low-cost investment management for teachers and staff.
Your business is our business.
Serving the needs of America's small businesses since 2008.
No commissions. No surrender charges. No minimum investment.
A financial services firm made for working families just like yours.
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.
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.
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.
Attention clients: Effective June 14, 2018, we have terminated one of our local office telephone numbers in Texas. After 8 years, (956)233-7414 is no longer a valid phone number for nVest Advisors, LLC. Because of
For ages, investors have had a hard time getting good, understandable, and impartial information about investing, investment products, and investment firms. And though we do our best here at nVest Advisors, to give consumers good,
Just a quick shout-out to our clients who have their accounts managed by us at Betterment Institutional: thanks a million! This week, we crossed the $1,000,000 threshold in client accounts held there. Betterment and nVest
Since our inception in 2015, we've used a variety of custodians for client account management needs, but part of our ongoing commitment to our clients is to periodically review the custodians we use, and make changes