Trusted Financial Guidance for Texans Who Want More Than Just a Plan
Committed – Sincere – Fiduciary
“At nVest Advisors, we believe financial advice should be built on trust, clarity, and independence—not sales. Since 2008, our family-owned, fee-only fiduciary firm has helped Texans plan, invest, and grow with honest, conflict-free guidance. Whether you’re preparing for retirement, managing wealth, or securing your family’s future, we’re here to help you turn goals into lasting freedom.”
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) proudly serving Texas since 2008. As a fiduciary, fee-only financial planning firm, we specialize in helping Texans—families, professionals, educators, and small business owners—navigate everything from state taxes and retirement planning to long-term investment strategies. Our registered fiduciary advisors provide personalized, transparent financial guidance designed to help you build lasting financial freedom right here in the Beehive State.
What We Offer
We proudly serve Texans who want more than just a financial plan—they want a relationship built on wisdom, transparency, and accountability.
We specialize in helping:
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Families building long-term wealth
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Educators preparing for TRS and retirement
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Business owners growing and protecting assets
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Retirees looking to maximize income and security
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Professionals seeking tax-smart investment strategies
TESTIMONIALS
See what our clients have to say…
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.
Latest News And Financial Events
Grasp a greater financial understanding with our blog and upcoming seminars here.
“As a proud Texan myself, I understand the unique financial challenges our families face—from navigating retirement to managing rising costs and planning for the next generation. At nVest Advisors, I don’t sell products—I provide honest, expert guidance to help Texans take control of their future with clarity, confidence, and lasting peace of mind.”
Moses Rodriguez
Fiduciary Financial Advisor
