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“Serving the needs of the American family is what nVest Advisors is all about, because that’s who we are.”

~ Jeremy Torgerson, nVest Advisors CEO 

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At last: a financial firm that’s on your side.

You may have noticed that there’s a very strong bias in the financial services industry. If you’re wealthy, it seems they all line up to take your business. But when you’re an average-income American, it can feel like you are very much on your own.

That’s where we come in.

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.

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 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.
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 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:

What should I know before I take money out of my retirement account?

May 17th, 2017|0 Comments

As we write this from our new headquarters in Denver, Colorado, we're expecting 3 inches of snow, on the 18th of May. It's supposed to be springtime, and for the most part, it is -

The DOL Fiduciary Rule: What it means to you.

April 3rd, 2017|0 Comments

Fiduciary An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. (Source: http://legal-dictionary.thefreedictionary.com/fiduciary)   There's

  • nVest Advisors Company Update

Change in Company Main Office Location

January 19th, 2017|0 Comments

A company update and personal note from our CEO: I've got some exciting news to share with our clients! Effective March 1, 2017, the corporate and administrative headquarters of nVest Advisors, LLC will be relocating

  • roadway

Why we don’t advertise investment performance

December 28th, 2016|0 Comments

As an investor, you have a lot of factors to consider when you're choosing an investment adviser: their experience, their philosophy, their reputation, their fees, etc. But one of the factors advisors commonly advertise is

Podcast 6: 9 reasons to fire your financial advisor

August 10th, 2016|0 Comments

So you've been working with a financial professional for a while, but things just don't "feel right" anymore. Maybe the advisor is inattentive, or maybe you're just not seeing the results you'd hoped for.

Check Out Our Free Financial Education Website:

 

nVest Academy

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