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:

Serving the needs of individuals, families, and small businesses.

LifeCycle Financial Plans

Imagine having a financial plan we work on together, one step at a time.

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

Most advisors overcharge you to create an enormous, complicated, 50-page financial plan that takes you from today, all the way to age 90.

There’s just one problem: those plans don’t work.

Instead, we believe in helping our clients set smaller goals, closer together, and working with you to achieve them.

We call this the nVestor LifeCycle, and you can get started for as little as $20 a month.

Click here for more info about the nVestor LifeCycle program.

Commission-Free Investing

Plus, the care of a fiduciary from Day One.

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

Plus, 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.

Employer-Sponsored Plans

We’ll help make sure your 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.

Financial Education

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.

How’s your Financial Wellness? Take our 6-question quiz right now, and find out!

Recent Blog Posts:

502, 2018

4 Things to Remember During Market Volatility

February 5th, 2018|0 Comments

As we write this blog post the afternoon of Monday, February 5, it’s been a very rough day for the US Market indexes. We believe this is the start of  the markets returning to a more normal pattern, after an historic run-up in 2017, not a sign of significant economic concerns and for most investors, it’s nothing to worry about. We’ve written about market volatility several times in the past. To read our other takes on this phenomenon, read here and here and here. It’s important to remember a few things we consider investing Maxims here at nVest Advisors. We stick to them for the benefit of our clients, but they’re important to remember for all investors. When markets get spooky, here are four bedrock principles you should always remember.

801, 2018

Tax Reform: here’s what you need to know

January 8th, 2018|0 Comments

The tax reform law passed last month has received a lot of media coverage and a lot of differing opinion, but we haven't seen too many articles that cut through the spin on both sides,

201, 2018

First Quarter 2018 nVestor LifeCycle Updates

January 2nd, 2018|0 Comments

Starting in January 2018, all of our clients are able to participate in a brand new financial planning program we're very proud of: the nVestor LifeCycle. (You can read more about this concept here and

1412, 2017

Update for clients with accounts at Aspire – you’re 1 in a million!

December 14th, 2017|0 Comments

A quick note to our clients with 401k, 403b, 457, or various IRA accounts at Aspire Retirement Services: First, we will be rebalancing your accounts at Aspire on Friday, December 15, 2017. Rebalancing means we

1412, 2017

Gearing up for 2018 Annual Review Appointments

December 14th, 2017|0 Comments

Our clients have a lot to look forward to in 2018, and we’re getting ready now! If you’re an nVest Advisors client, please keep reading this important blog post. (And if you’re not yet a client, what are you waiting for?) During January and early February every year, nVest Advisors conducts our Annual Client Review meetings. These are critically important “state of the relationship” meetings, when we get to review your account performance, update your personal info and account beneficiaries, review your risk tolerance, make changes to your strategy, etc. No matter when during the year you became a client, we start each year fresh with an annual review in January. 2018 will be an especially important review appointment, because we’re making significant changes to your experience as a client, and it’s crucial that you understand how things will be different going forward. Here’s (quickly) what’s changing, and how our Annual Reviews will incorporate these changes.

Get our free book “Fix Your Finances” today!


Get your free copy today!