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:
Low-Cost, Personal & Virtual Financial Planning is REAL
We're pleased to announce a revolutionary new way to work with a financial planner: the nVestor LifeCycle® Planning Program! Many families know they need financial help, but either don't know where to go and who
Office Events & Activities – Q2 2019
Just a quick note for our clients and partners of our holiday hours and office events during the second quarter of 2019: Monday, April 2, the new nVest Academy website will launch with our new nVestor
Tax Time! Here’s what you need to know:
The federal income tax filing deadline for most individuals is Monday, April 15, 2019. Residents of Maine and Massachusetts have until Wednesday, April 17, to file their 2018 tax return because April 15 is Patriots'
More ways to stay connected
Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:
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
Get our free book “10 Pro Money Resolutions for 2018” today!
