Comprehensive wealth management for everyone

High-quality, low-cost investment management and financial coaching for people of all backgrounds, experiences and incomes.

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Investment and financial planning, for everyone

nVest Advisors provides high-quality, low-cost fiduciary investment management and financial planning services to people of all income brackets to help them achieve financial independence.

About Us

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Our investment methodology

A unique investing approach. Instead of focusing on daily market fluctuations and making wild guesses about “what’s hot”, we look at the real-time conditions in the economies of the world, avoiding where things are trending down and favoring where they are trending up. It’s called data-dependent macroeconomic modeling, and it has done wonders for our clients’ safety and value.

We don’t fall for fads or go with the latest hype. Instead, we value education and proven, testable and time-honored investment concepts to keep emotional mistakes to a minimum. We manage our clients’ investments based on proven rules, not speculation or theory.

Our Values

What makes nVest Advisors your ideal partner?

Invaluable experience

We’ve been doing this for decades 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 in the United States.

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.

Our Services

For all of your financial, investment, and wealth management needs.

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Investment management

We want to help you meet all of your investment goals and dreams, no matter the size of your portfolio.

Managed investment strategies, always. We never set and forget, we create and actively work on your personalized portfolio.

Individualized experience, with the best customer service. We tailor your portfolio to your needs and are open to your feedback.

Financial planning

We will set you up for financial success by creating a plan to meet your financial goals.

Customized plans for clients in all stages of life, from fresh college grads to folks nearing retirement.

Expert setup of plan recommendations, ongoing education and advice, and more, all at a low cost.

Financial education

Check out our webinars and trainings on becoming more financially savvy with your investments. Coming soon.

Personalized courses packed with concrete, actionable information for your specific goals and needs.

Webinars introducing you to industry concepts, economic trends, and more, so that you can DIY your investment portfolio.

How does it work?

Here’s what you can expect when you sign on to be a part of nVest Advisors.

1. First, let's talk and audit your current situation

The first step is just a conversation. We review your investment portfolio, listen your financial goals and see if we’ll be a good fit for your needs, all free of cost and with no sales pressure. We meet with our clients by phone, virtually, or in person.

2. We create a plan of action

Once we know what your needs are and which services we will need to provide, we map out a plan to bring you onboard and begin to take steps toward your financial goals together. Whether you need only investment help, a financial plan, or both, we will spend the time with you to create and implement exactly what you need.

3. Regular contacts and continued coaching

Our client relationships are meant to be long-term so we take the time to get to know you and to establish trust. We’ll be alongside you as a partner and coach, keeping you informed of your progress (and ours) every step of the way.

4. Rest easy - we've got this

nVest Advisors acts as a full legal fiduciary for all of our clients, from your first day to your last. This allows us to do most of the work behind-the-scenes without having to bother you every time we need to modify your financial plan or investing strategy. You’ll always be in the loop, but you can rest assured we’ve got this for all of the daily decision making.

5. We'll grow as you do

Over time, you may find your financial situation becomes more complex, or you may opt to simplify your situation. We’ll adjust your service levels and our work to accommodate your wants and needs.

Client testimonials

Check out what our clients have to say about us!

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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.

Chris S.

I've been with nVest for 4 years. Great personal service. Prompt answering of any questions or concerns. Sound advice!
Kristen G.

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!
Randy T.

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

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

Highly recommend Jeremy even if it's just to learn more about him, the company, or what having a financial advisor can do to help you and your life. I can trust him to guide me through his thought process and the decisions he makes to stay on top of our money even through worrying times of the current economy.
Rebecca W.

Jeremy is a great financial planner. I trust him completely with my finances. Thank u for all you do.
John R.

Quick responses when I need help. Great advice on where to put my extra cash. I love this company.
Greg S.

The best I have found in my 40 years of financial management!
Jaime P.

Excellent! advisor really cares about you as a person.
Lylia S.

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.
Luis G.

!!☆☆☆☆☆☆☆☆☆☆!! Awesome service;-)! Jeremy keeps you informed, and provides Info at a personal level and with his website, social media, emails etc. For sure I recommend!
Shelly C.

Jeremy has gone out of his way to respond to all of my questions and requests and taken the time to answer all of my questions. I always look forward to our interactions. He’s great at making himself available whenever necessary and always follows up even when I’m not expecting him to. I gladly and confidently recommend him to others. I look forward to working with Jeremy for many years to come. Thanks Jeremy for all you do!