About nVest Advisors
Committed – Sincere – Fiduciary
Who We Are?
At nVest Advisors, we provide trusted fiduciary financial services to individuals, families, small business owners, teachers, and retirees—empowering them with the personalized guidance they deserve. Based in Denver, Colorado, we are a family-owned, fee-only financial firm committed to offering transparent, commission-free planning tailored to your unique goals.
Since 2008, our mission has been simple: to deliver accessible financial education, retirement strategies, and investment guidance to everyday people often overlooked by traditional wealth management firms. Whether you’re planning for retirement, growing a business, or building a secure financial future, we’re here to help you every step of the way.
*Data is approximate, as of March 31 ,2025.
ABOUT nVest Advisors
Committed – Sincere – Fiduciary
Who We Are?
At nVest Advisors, we provide trusted fiduciary financial services to individuals, families, small business owners, teachers, and retirees—empowering them with the personalized guidance they deserve. Based in Denver, Colorado, we are a family-owned, fee-only financial firm committed to offering transparent, commission-free planning tailored to your unique goals.
Since 2008, our mission has been simple: to deliver accessible financial education, retirement strategies, and investment guidance to everyday people often overlooked by traditional wealth management firms. Whether you’re planning for retirement, growing a business, or building a secure financial future, we’re here to help you every step of the way.
*Data is approximate, as of March 31, 2025.
Our Mission
Committed – Sincere – Fiduciary
“At nVest Advisors, we understand that financial planning isn’t just about wealth—it’s about building security, creating opportunities, and achieving dreams. Whether you’re a teacher, a small business owner, or a middle-income family putting kids through school, our mission is to help you make informed decisions that lead to a brighter financial future.”
Company History
Committed – Sincere – Certified
nVest Advisors was founded by Jeremy Torgerson, a Denver native with a passion for helping families and businesses navigate the complexities of financial planning. Inspired by his own experiences as a small business owner during the Great Financial Crisis of 2008, Jeremy transitioned into financial advising to make a difference for families like his.
Company History
Committed – Sincere – Fiduciary
nVest Advisors was founded by Jeremy Torgerson, a Denver native with a passion for helping families and businesses navigate the complexities of financial planning. Inspired by his own experiences as a small business owner during the Great Financial Crisis of 2008, Jeremy transitioned into financial advising to make a difference for families like his.
May 2008.
Jeremy began financial advising with Edward Jones Investments in Los Fresnos, Texas.
Mar 2008.
Began financial advising with Edward Jones Investments.
Mar 2011.
Believing clients were better served by an advisor who could work independently of mega-corporate interests, Jeremy established Palo Alto Investments to better serve the Rio Grande Valley of Texas with quality investing and planning services.
Palo Alto was headquartered in Brownsville, Texas, now the home of SpaceX.
Mar 2015.
The company converted from a hybrid commission/fee advisory practice into nVest Advisors to embrace newly emerging “fintech” technology and provide low-cost, fee-only, fully fiduciary financial services. The new RIA firm was registered in Texas first and then, shortly after, in Colorado.
Our commitment to families and small businesses never changed. We became one of the earliest RIA firms to partner with Betterment, a robotic advisory firm, for our younger, tech-savvy clients.
Mar 2017.
nVest Advisors relocated the company back to Jeremy’s home state of Colorado and became a 100% paperless and virtual-capable firm. Clients can always visit our offices in downtown Colorado Springs, but they never need to.
The Company also added partnerships with TD Ameritrade (now Charles Schwab) and Empower Retirement as a 401k and 403b plan vendor.
Mar 2022.
The company rebranded with a renewed vision and mission and also began supporting clients in Kansas and Utah.
We also added two more 401k companies to our service providers (Human Interest and Vestwell), and began partnerships with SORA Finance for client debt optimization, LLIS for non-commission insurance needs, and others.
August 2011.
Believing clients were better served by an advisor who could work independently of mega-corporate interests, Jeremy established Palo Alto Investments to better serve the Rio Grande Valley of Texas with quality investing and planning services.
Palo Alto was headquartered in Brownsville, Texas, now the home of SpaceX.
February 2015.
The company converted from a hybrid commission/fee advisory practice into nVest Advisors to embrace newly-emerging “fintech” technology and provide low-cost, fee-only, fully-fiduciary financial services. The new RIA firm was registered in Texas first, and then, shortly after, Colorado.
Our commitment to families and small business never changed. We became one of the earliest RIA firms to partner with Robo-Advisory firm Betterment for our younger, tech-savvy clients.
February 2017.
nVest Advisors relocated the company back to Jeremy’s home state of Colorado and became a 100% paperless and virtual-capable firm. Clients can always visit our offices in downtown Colorado Springs, but they never need to.
The Company also added partnerships with TD Ameritrade (now Charles Schwab) and Empower Retirement as a 401k and 403b plan vendor.
May 2022.
The company rebranded with a renewed vision and mission and also began supporting clients in Kansas and Utah.
We also added two more 401k companies to our service providers (Human Interest and Vestwell), and began partnerships with SORA Finance for client debt optimization, LLIS for non-commission insurance needs, and others.
What Makes nVest Advisors Your Ideal Partner?
We provide high-quality fiduciary investment management and financial planning services to people of all income brackets to help them achieve financial independence.
MEET Our Founder
Jeremy Torgerson, RFP©, MRFC©
Founder & CEO | Senior Advisor
CRD# 5546264
Jeremy Torgerson, the founder and CEO of nVest Advisors, has been an entrepreneur since his early 20s. He transitioned to financial advising in 2008, inspired by the challenges faced by small business owners and families during the Great Financial Crisis. After starting his career at Edward Jones Investments, Jeremy launched Palo Alto Investments in 2011 to serve hardworking families in one of the most financially distressed areas of the nation.
In 2015, recognizing the potential of technology to enhance client experiences, Jeremy transformed the firm into nVest Advisors. This low-cost, high-tech, fiduciary financial firm focuses on helping average Americans, not just the wealthy.
A Denver native, Jeremy relocated nVest Advisors to Colorado in 2017. Today, the firm proudly serves clients in Texas, Colorado, Kansas, and Utah, with plans to expand further.
Beyond the firm, Jeremy hosts the “Think Like A Rich Guy” podcast, writes on market and financial topics, and has been featured in national media. When not working, Jeremy enjoys acting, golf, hiking, and spending time with his family in the beautiful Colorado backcountry.
Meet the Team That Powers nVest Advisors
At nVest Advisors, we believe that financial success starts with the right team by your side. Our experienced professionals are committed to guiding individuals, families, and businesses toward a secure financial future. Get to know the people who make it all possible.
