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Fiduciary Financial Planning & Investment Services | nVest Advisors2025-06-09T04:04:37-06:00

Independent. Fiduciary. Fee only. Financial Planning That Puts You First.

Helping families, individuals, business owners, teachers, and pre-retirees in CO, TX & beyond with personalized, fee-only financial planning since 2008.

Independent. Fiduciary. Fee only. Financial Planning That Puts You First.

Helping families, individuals, business owners, teachers, and pre-retirees in CO, TX & beyond with personalized, fee-only financial planning since 2008.

Book Your 30-Minute Strategy AppointmentBook Your 30-Minute Strategy Appointment

Because Every  Cleint Matters

Committed – Sincere – Fiduciary

  • Proudly Partnering with Teachers, Families, Individuals, and Small Business Owners Since 2008

  • 100% Fiduciary — Your Best Interests Always Come First

  • Fee-Only Advisors — No Commissions, No Product Sales

  • Family-Owned & Trusted Nationwide — Relationships Matter to Us, and So Do Yours

financial planning services by trusted financial advisor

Founded by CEO senior advisor Jeremy Torgerson

RFP©, MRFC© (CRD# 5546264)

Committed – Sincere – Fiduciary

Financial planning is where life’s big questions get answered.

nVest Advisors is a family-owned Registered Investment Advisor (RIA) based in Colorado, proudly serving clients in Texas, Utah, Kansas, and beyond. Since 2008, we’ve specialized in fee-only financial planning, investment management, and fiduciary retirement plan services for individuals, families, and small business owners. Our experienced team of financial advisors delivers personalized strategies to help you build wealth, protect your future, and achieve long-term financial freedom.

  • Partnering with Individuals, Families & Employers Since 2008

  • 100% Fiduciary — Your Best Interests Always Come First

  • Fee-Only Advisors — No Commissions, No Product Sales

  • Family-Owned & Trusted Nationwide — Relationships Matter to Us, and So Do Yours

financial planning services by trusted financial advisor
“At nVest Advisors, our mission has never been just about money. Money is simply a tool. Our true goal is to empower our clients to pursue the lives they’ve always dreamed of. That’s what real success means—living the life you dared to imagine.”
— Founder and CEO, Jeremy Torgerson RFP©, MRFC©

Committed – Sincere – Fiduciary

Financial planning is where life’s big questions get answered.

Who We  Are?

nVest Advisors is a family-owned Registered Investment Advisor (RIA) based in Colorado, proudly serving clients in Texas, Utah, Kansas, and beyond. Since 2008, we’ve specialized in fee-only financial planning, investment management, and fiduciary retirement plan services for individuals, families, and small business owners. Our experienced team of financial advisors delivers personalized strategies to help you build wealth, protect your future, and achieve long-term financial freedom.

Empowering You to Take Control of Your Finances and Achieve a Life of Freedom and Fulfillment.

You’ve worked hard to build your wealth, but the big questions still linger:

  • Have I done enough to secure my future?
  • How can I be confident that I’m on the right path?
  • When is the right time for me to retire with peace of mind?

 

nVest Advisors is helping clients achieve their financial freedom.

At nVest Advisors, we bring clarity to these uncertainties with our proven approach. Our team combines deep expertise with a commitment to honesty and transparency, ensuring that you’re always in control of your financial journey. With us by your side, you can make confident decisions and move forward with certainty.

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Meet the Team Behind Your Financial Success

CEO of Nvest Advisors

Jeremy Torgerson, RFP©, MRFC©

Founder & CEO

Financial Advisor in Colorado

Joshua Torgerson

Financial Advisor in Colorado

Moses Rodriguez

Financial Advisor in Texas

Meet the Team Behind Your Financial Success

CEO of Nvest Advisors

Jeremy Torgerson, RFP©, MRFC©

Founder & CEO

Financial Advisor in Colorado

Joshua Torgerson

Financial Advisor in Colorado

Moses Rodriguez

Financial Advisor in Texas

What We Offer

Comprehensive financial planning for families, individuals, and businesses is designed to secure your future and simplify your journey.

Financial Planning for Families and Individuals

  • Retirement Planning
  • Investment Management
  • Personalized Financial Goal Setting
  • Specialized Guidance for Unique Needs
Learn More

For Companies, Non Profits & Governments

  • Company Retirement Plan Advisory Services

  • Nonprofit and Governmental 403(b) / 457 Advisory Services

  • Corporate & Organizational Investment Management

Learn More

Financial Planning for Educators

  • 403(b) & Pension Planning
  • Debt & Tax Strategies
  • Investment Management
  • Education Savings
Learn More

Need Help Reaching Your Goals?

We offer personalized financial planning in:

Texas, Colorado, Kansas, and Utah.

TESTIMONIALS

Hear What Our Clients Have To Say…

Jeremy Torgerson is excellent. He adjusts the portfolio to meet your needs and goals as needed. He is always will to meet you in person if you desire to do so.

Lyla S.

Excellent! advisor really cares about you as a person.

Jamie P.

Great financial advisor who always goes the extra mile. He takes his responsibility very seriously and is proactive to protect our money!

Suzie K.

nVest Advisors is very easy to work with, and saved my ailing retirement savings! They provide very prompt answers and sound advice!

Randy T.

As a young professional just starting my savings and career Jeremy has been a wonderful mentor and advisor. He truly cares for his clients and I trust him and his advice. From holiday cards to zoom conversation about my financial goals for the future Jeremy and his work is truly appreciated and valued. I am excited to be his client for many more years to come!

Kristin G.
These testimonials are representative samples of live Google and Facebook reviews who are known to be real clients. No one providing a testimonial, review, rating, like/follow, share, or any other public/social comment about nVest Advisors, LLC, our team members, or our published content, has been compensated. All testimonials are provided voluntarily and without our input.

How Does It Work

Here’s what you can expect when you become a client of nVest Advisors:

1) Start the Conversation

We start with a 30-minute virtual meeting to learn about you and your financial goals — no pressure, just a conversation to see if we’re a good fit.

2) Understanding Your Needs

You share the essentials, we analyze the details — then present a tailored game plan built around your unique situation.

3) Launch Your Personalized Plan

We handle the paperwork, open your accounts, and begin the transformation — from scattered finances to a clear, cohesive strategy.

4) Getting it all working together

Once your initial plan is in place and your investing needs are addressed, we move into a step-by-step process to implement, review, and improve your plan. This is where our relationship really grows, and why you want an advisor who will be with you over the years to come.

5) Getting back together regularly

As life shifts, so does your strategy. Regular check-ins ensure you stay ahead, adapt with confidence, and keep climbing toward your goals.

Latest News And Financial Events

Grasp a greater financial understanding with our blog and upcoming seminars here.

Latest News And Financial Events

Grasp a greater financial understanding with our blog and upcoming seminars here.

Your Path to Financial Clarity

Let’s Build a Plan That Aligns with Your Goals and Gives You Confidence.

Let's Build Your Plan Together

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WORK WITH US

Reach out to us to see how we can best work together.

GET SUPPORT
service@nvestadvisors.com
Monday-Friday
8:00AM-5:00PM (MST)
FIND US

118 N. Tejon St. Suite 305 Colorado Springs, CO 80903

GENERAL DISCLOSURES

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