Fiduciary Financial Planning & Investment Services | nVest Advisors2025-05-11T06:27:16-06:00

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.

Because Every Client 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

Founder and CEO, Jeremy Torgerson

RFP©, MRFC© (CRD# 5546264)

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.

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.
Jeremy Torgerson, CEO & Founder

Meet the Team Behind Your Financial Success

CEO of Nvest Advisors

Founder & CEO

Joshua Torgerson

Firm Client Service & Compliance Leader

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.

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:

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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