Fiduciary, Fee-Only Financial Planning for Families | nVest Advisors2025-08-28T07:50:51-06:00

Financial Planning for Individuals & Families

Life Doesn’t Slow Down — But Your Finances Should Feel Peaceful

Financial Planning for Individuals & Families

Life Doesn’t Slow Down — But Your Finances Should Feel Peaceful

Between raising kids, managing bills, chasing promotions, paying off student loans, saving for college, and wondering if you’ll ever retire — it’s no wonder you’re feeling overwhelmed.

You’re not failing. You’re trying to do it all — without a guide.

At nVest Advisors, we help individuals and families across the U.S. find calm, clarity, and control in a noisy financial world since 2008.

nVest Advisors: Financial Planning of Families

Does Any of This Sound Like You?

  • “We make decent money, but where does it all go?”
  • “I feel guilty spending, but I’m not sure what I’m even saving for.”
  • “We’re juggling student loans, car payments, daycare, and trying to save for college — all at once.”
  • “We’ve never had a real financial plan — we just try to stay afloat.”
  • “What if something happened to me? Would my family be okay?”
  • “Is it too late to start investing or saving for retirement?”

These aren’t silly questions. These are genuine stressors, and they deserve clear and compassionate answers.

Learn How We Help Families Like Yours

Financial Stress Isn’t Just About Money — It’s About Life

The weight of financial uncertainty shows up in many ways: lying awake at night doing mental math, avoiding checking your bank account, feeling anxious about every unexpected expense, and feeling guilty for saying “yes” to a family vacation. You deserve better — and we’re here to help.

What We Help With

What We Help With

TESTIMONIALS

See 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.

No Lectures. No Judgment. Just a Clear Path Forward.

Here’s what you’ll never get with us:

  • No pressure to buy products
  • No confusing jargon
  • No one-size-fits-all templates

Here’s what you’ll always get:

  • Judgment-free space to talk honestly
  • A plan that starts with your values, goals, and reality
  • Support from real advisors who care
nVest Advisors Process

No Lectures. No Judgment. Just a Clear Path Forward.

Here’s what you’ll never get with us:

  • No pressure to buy products
  • No confusing jargon
  • No one-size-fits-all templates

Here’s what you’ll always get:

  • Judgment-free space to talk honestly
  • A plan that starts with your values, goals, and reality
  • Support from real advisors who care

Why Families Have Trusted Us Since 2008

Why nVest Advisors

Transparent Pricing. No Surprises.

You deserve to know what you’re paying — and why.

Whether you need a one-time financial plan or long-term investment management, our pricing is simple, fair, and built to support your success.

What Makes nVest Advisors Your Ideal Partner For Financial Success and Growth

Why nVest Advisors your Ideal Partner?

Our Promise to You

We don’t just manage your portfolio—we partner with you. Regular reviews ensure your investments reflect both market conditions and your personal goals. And through ongoing education, we empower you to make informed decisions about your financial future.

“At nVest Advisors, we turn complexity into clarity, challenges into opportunities, and dreams into achievements. With wisdom, care, and trust, we’re here to guide your financial journey.”

Jeremy Torgerson

Founder and CEO of nVest Advisors

Frequently Asked Questions

What can I expect from my free consultation?2024-04-18T15:31:59-06:00

You will meet with Jeremy (or a registered advisor on our team) for 30 minutes. This will be an introductory call, where we can discuss whatever you feel comfortable sharing. Typically, we spend the time just assessing if we’d be a good fit for your needs.  This will be a high-level discussion and will not go into specifics but will give you a rough idea on the next steps and action items to meet your goals. If we decide to move forward together, we’ll start to gather the information we need to be able to make specific recommendations.

What can I expect from your financial planning services?2022-08-31T01:40:53-06:00

We discuss your financial goals, your current lifestyle and expenditure, your current accounts, and more. Then, we will devise a tailored, action-based plan, which will include details on spending and saving goals, what types of accounts to open, and much more.

What can we expect from your financial education offerings?2022-08-22T16:34:43-06:00

Over the next few months, we will be releasing courses, webinars, and trainings offering financial guidance, investment knowledge, and actionable and specific recommendations. All of these will be virtual and accessible to everyone in the United States.

Are there any income or minimum portfolio requirements for your services?2022-08-22T16:17:04-06:00

No, our investment advisory services do not have any income or minimum portfolio requirements. For our premium investment advisory services, we have a $100K portfolio minimum.

I’m worried about an upcoming recession. What can I do to secure my portfolio?2022-08-22T16:12:36-06:00

Our investment methodology takes into account macroeconomic trends and adjusts portfolios accordingly. What you can do depends on your portfolio makeup, your risk appetite, and other factors.

For those with managed portfolios, we recommend scheduling a call with your investment advisors to understand the specific impact to your investments.

For DIY investors, we recommend understanding how sectors you are bought into will be impacted by upcoming economic trends and adjusting accordingly. For specific tips, you can check out our blog here or Jeremy’s personal blog at Think Like a Rich Guy.

Lets Make Life Feel Simpler Again

Would you be ready to take the next step? Schedule a complimentary consultation with one of our advisors to talk about your financial needs and objectives.

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