Trusted Financial Guidance for Utahns 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 Utahns 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 Utah since 2008. As a fiduciary, fee-only financial planning firm, we specialize in helping Utahns—families, professionals, educators, and small business owners—navigate everything from state-specific tax strategies and retirement planning to long-term investment goals. 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 Utahns 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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Financial planning for Utah families building generational wealth
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Retirement strategies for educators enrolled in Utah Retirement Systems (URS)
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Investment and tax planning for Utah small business owners
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Income maximization and legacy planning for Utah retirees
- Personalized, fee-only fiduciary advice for professionals across Salt Lake City, Provo, and St. George
Looking for more services?
Looking for more services?
Serving Clients Across Utah:
From the vibrant communities of Salt Lake City and the scenic beauty of Park City, to the innovation hub of Provo, the red rock landscapes of St. George, and the growing economy of Ogden — nVest Advisors is here to help you plan smarter, invest wisely, and live freely.
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.
“Utah families face unique financial decisions—balancing retirement planning, rising living costs, and preparing for future generations. At nVest Advisors, we don’t sell products. We offer honest, expert guidance to help you take control of your financial future with clarity, confidence, and lasting peace of mind.”
Joshua Torgerson
Fiduciary Financial Advisor
