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. No account minimums, no games or “gotchas”. If you needing a low-cost, high-tech financial advisor proudly serving the people who make America great, you’ve come to the right place.

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

Low-Cost Financial Planning

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!

Spend your money on your future, not your plan.

Many planners charge thousands of dollars for a personal financial plan. With today’s technology, that is completely unnecessary. Our “Family Roadmap” financial plan is just $249 complete.

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 now.

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 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:

9 Ways to be a Great Client

December 1st, 2017|0 Comments

We talk often on here about how we’re working to be a better financial advisor, and we applaud efforts by the Department of Labor, the SEC, and the state regulators to force higher standards of care on our industry. We’ve even given you reasons to fire your current advisor, things to be leery of when looking for one, and how to avoid Ponzi schemes. We’ve been serving clients for nearly a decade, and have forged deep and lasting relationships with our clients. Many have become close friends. We believe that’s the way it should be, because the relationship of a financial advisor and client involves a great deal of trust and at times, vulnerability. We work very hard to do what’s best for our clients and provide the best service we can. That includes being prompt in our responses, running compliant and ethical practices, having a servant-leader’s spirit and caring for your investments like they were our own. We often ask you what can we do to become a better advisor, but we seldom take the time to tell you what you can do to become a better client. Here are 10 ways you can help us help you:

Everything we change helps us help you.

November 16th, 2017|0 Comments

We’re really pleased with the changes we’ve made in 2017 and we thought we’d review them with our clients (and prospective clients) as we close out the year. But first, a little history.

Introducing the nVestor LifeCycle

November 15th, 2017|0 Comments

Our clients who have been around a few years know we've made lots of changes. From the creation of an independent financial advisory practice in August 2011 (then called "Palo Alto Investments"), to new custodians,

  • 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

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