Your family’s financial journey begins here.
A personal, fiduciary, guided experience that will forever change your relationship with money.
As seen in
Climb your own financial mountain with the help of a professional guide, coach, advocate, and friend.
We all have dreams for the future.
Whether those dreams involve raising a family, owning a home, starting a business, retiring in health and comfort, or giving of ourselves and leaving a legacy, these are the things that get us up each day and push us forward.
Without a workable plan to reach them, however, our dreams never become goals. Instead, they remain mere hopes and wants, and we depend on luck and chance to reach them.
The journey we take in life toward those goals is very much like climbing a mountain, and your biggest goals are the peaks of that mountain.
It takes effort, time, and planning to climb a mountain.
You need the right tools and training, discipline, and commitment. It’s most helpful if you have a guide who has been to the top many times, to lead you past the danger spots, point the way when you get lost, and even carry the load at times.
And you need checkpoints along the way, to make sure you’re on track and are prepared to take the next part of the journey.
Here’s what our clients have to say…
Check out what our clients have to say about us!
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.
Our Values
What makes nVest Advisors your ideal partner?
Invaluable experience
We’ve been doing this for over 15 years and have gone through bull and bear markets, economic booms and busts, growth periods and recessions. We have seen it all and can navigate your portfolio through good times and bad.
Timeless knowledge, in today’s times
We use a combination of timeless knowledge and technological innovation to guide your portfolio. We value continued learning and are willing to adopt new thinking, systems, and methods to time-honored and proven money management concepts.
Modern in approach
We were doing Zoom way before you had heard of it. We are paperless, communicate via text and email, and can provide a completely virtual client experience for you, no matter where you are. While we welcome you to visit our office in Colorado Springs, you’ll never need to.
Excellence and integrity, for everyone
We believe in providing the best service, all the time.  We’re inclusive of people of all backgrounds and income brackets, especially of those typically left out by traditional firms.
Radical, proactive transparency
Nothing is more important than honoring the trust clients put in us, which is why we believe in radical transparency and proactive, no-spin communication with our clients.
Accessibility
We believe in making money management inexpensive, easy to understand, and most importantly, genuinely beneficial for our clients. More than anything, we try to make financial planning and investing fun and approachable.
Fiduciary Investment Management
We want to help you meet all of your investment goals and dreams, no matter the size of your portfolio.
Holistic Financial Planning & Coaching
We will set you up for financial success by creating a plan to meet your financial goals, and then help you implement and adjust your plan as you go.
A Wealth of Financial Education
Financial education, lots of hand-holding through tough times, and even more education features coming soon.
How does it work?
Here’s what you can expect when you become a client of nVest Advisors:
Latest News
Company Update | Other-Than-Annual Disclosure Notice | September 2023
Hello nVest Clients: Once per year, or more often if there is a material
Weekly Economic nSight: September 18, 2023
Good morning and happy Monday! We had a busy week of economic information last
Demystifying the Stock Market: Origins, Mechanics & Common Misconceptions
One of the many questions we get from clients and prospective clients is, how