Financial Advisor

CRD# 7809785

Registered Financial Advisor (CRD# 7809785) dedicated to supporting individuals and families with tailored, fiduciary financial planning and investment services. With a strong academic foundation and a passion for client service, Josh provides thoughtful insights and strategic support to both new and existing clients.

Registered in: CO.

Specialties:

Accepting New Clients?:

Yes – Welcoming individuals, families, and small business owners seeking trusted financial guidance. No minimums required.

What to Expect:

In this initial consultation, we’ll take time to understand your current financial picture, discuss your goals, and explore how our fiduciary, fee-only guidance can help you build lasting financial confidence.

“Joshua Torgerson joined nVest Advisors in early 2024 as a Financial Advisor. Based in Colorado Springs, he supports our existing planning and investment clients while also welcoming new clients across Colorado—especially Millennials and Gen Z professionals seeking a fresh approach to financial planning.

A University of Texas–RGV graduate at just 20 years old, Joshua brings a strong academic background in math and science, having attended the prestigious Math and Science Academy for high school. Before entering the financial field, he served as Lead Instructor and State Examiner at DriveSafe, a major driver’s education provider in the Denver area.

Josh offers a unique generational perspective and also serves on our firm’s Operations, Compliance, and Client Services team. Passionate about technology and sci-fi (he once built a full-size working Dalek!), Joshua blends modern insights with a deep dedication to client care.

He and his wife Anjelika have been married for five years and make their home in Colorado Springs.“

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.

Ready to take control of your financial future? Schedule a consultation with Joshua Torgerson to discuss your goals and create a personalized financial strategy.

Available Meeting Options:

• Virtual Consultations: Connect securely from anywhere through a private, encrypted video meeting.

• In-Office Appointments: Visit our Colorado Springs office

Office Hours:
Monday – Thursday | 8:00 AM – 6:00 PM (MT)

Friday | 8:00 AM – 2:00 PM

Pre-Appointment Required | In-Office or Virtual

Let’s Build a Plan That Aligns with Your Goals and Gives You Confidence.