Jeremy Torgerson, nVest Advisors Founder & CEO
We’re passionate about helping you. (Yes, you.)
Most investment firms really only want one kind of client: the one with lots of money to invest. But that’s not our mission here at nVest Advisors.
We believe working families and small businesses need (and deserve) quality financial advice and investment management, too.
That’s why we created a strictly-no-commission, fully fiduciary financial planning firm with no account minimums, no sales pressure, and no gimmicks. It’s not about where you are today that matters to us – it’s where you want to be in the future.
If you sincerely want to better your financial life, we sincerely want to help.
So whether you’re a working professional needing to plan for retirement, a young family struggling with debt, a retiree wanting to maximize your monthly income, a small business wanting a trusted financial ally on your side, or a company looking to give your employees a personal, human financial advisor for your 401k, you’ve come to the right place.
Proud to be a contributor to these and other financial media:
How can we help you today?
I need a plan.
Simple. Easy to understand. And most important, workable.
Click here for more info about the nVestor LifeCycle program.
I need to invest.
Do it simply, with no commissions or sales charges. Ever.
Click here for more info about investment management services.
I own a business.
We’ll help make sure your retirement plan works for all of your employees.
Click here for more info about the our services for employer-sponsored plans.
I want to learn.
Whether you become a client or not, we want to help you learn about money.
Click here to join our mailing list.
Recent Blog Posts:
Investors should demand transparency and verify before ever handing over money
From the standing desk of Jeremy Torgerson, nVest Advisors, LLC CEO: In the more than a decade that I've been an investment and financial advisor, I've had the misfortune of seeing a lot of unethical
Our New Life Insurance Partners
One of the challenges we've had with being a fee-only financial advisory firm is that we cannot take care of our clients' insurance needs ourselves, because insurance nearly always pays a commission and we've vowed
New in 2019: Video Email
"When was the last time you heard from your financial advisor?" If you're a client of nVest Advisors, your answer to that should be, "Frequently!" With as often as daily market updates, weekly account performance
New Investor’s Guide for 2019
68 pages of Investment Savvy The Texas State Securities Board periodically publishes a reviewed Investor's Guide that we strongly support. Even if you're not in Texas (the vast majority of our clients
THIS is why we don’t play with your money.
From Jeremy Torgerson, CEO of nVest Advisors: "I don't need/want your pity; I just honestly hope I can save one person from this stupid nightmare." That's not my quote. That's from a guy who just
Get our free book “10 Pro Money Resolutions for 2018” today!
