Because Every Client Matters
At nVest Advisors, we believe financial planning is deeply personal. It’s not just about dollars and spreadsheets—it’s about your goals, your values, and your future. That’s why, since 2008, we’ve built a fiduciary, fee-only advisory firm dedicated to families, professionals, and small business owners who deserve honest, expert guidance. Backed by a team of experienced financial advisors, we deliver personalized strategies designed to protect what matters most and help you move forward with clarity and confidence.
Because Every Client Matters
Committed – Sincere – Fiduciary
At nVest Advisors, we believe financial planning is deeply personal. It’s not just about dollars and spreadsheets—it’s about your goals, your values, and your future. That’s why, since 2008, we’ve built a fiduciary, fee-only advisory firm dedicated to families, professionals, and small business owners who deserve honest, expert guidance. Backed by a team of experienced financial advisors, we deliver personalized strategies designed to protect what matters most and help you move forward with clarity and confidence.
Top Budgeting Tips for Families to Build a Stronger Financial Future
Budgeting Tips for Families are not just about cutting corners, they’re about making the most of what you have and building a secure, happy future. A well-thought-out family budget can help reduce financial stress, make room for memorable experiences, and ensure everyone’s needs are met. By planning together, you’re not just saving money, you’re strengthening your family bond. Read the Full Blog….
Top Budgeting Tips For Families to Build a Stronger Financial Future
Budgeting Tips for Families are not just about cutting corners, they’re about making the most of what you have and building a secure, happy future. A well-thought-out family budget can help reduce financial stress, make room for memorable experiences, and ensure everyone’s needs are met. By planning together, you’re not just saving money, you’re strengthening your family bond. Read the Full Blog….
Low-cost, Comprehensive Financial Planning
Whether you’re just starting or approaching retirement, our financial planning services address every aspect of your financial life. Updated in real-time, we work with you step by step to build a customized plan that evolves with your goals.
Our services include:
Fully Fee-Only Fiduciary Investment Management
Unlike brokers who make commissions selling you products, our financial planning advisors operate as full legal fiduciaries, always putting your interests first. Our economy-focused investment management approach helps reduce your costs and risks while keeping you aligned with your financial planning goals.
Our services include:
Whether you choose one of our proprietary investment models or need a fully customized solution, we manage your investments so you can stay focused on what matters most.
Comprehensive Wealth Management
For clients with larger portfolios, our services span the full spectrum of high-net-worth needs, offering:
- Coordination with tax, insurance, and legal professionals as the “hub of your wheel.”
- Strategies for generational wealth transfer, charitable giving, trusts, and tax planning.
We ensure every element of your wealth is aligned with your long-term vision.
“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
“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
Our Investment Philosophy
At nVest Advisors, we respect the timeless principles of investing, but we also recognize that the world is constantly changing. Our approach is designed to adapt to these changes, ensuring your investments remain aligned with both your goals and the realities of the global economy.
Why We’re Different
Many advisors use a “static allocation” approach. For example, if you’re a moderate-risk investor, they might allocate 60% of your portfolio to stocks and 40% to bonds—and leave it untouched for years. While this worked in the past, today’s world moves faster. With AI, geopolitical shifts, and instant market reactions, a one-size-fits-all strategy often falls short.
Instead, we take a dynamic approach. For instance, if economic data suggests a potential slowdown, we might reduce exposure to cyclical stocks and increase holdings in more defensive sectors. Or, if interest rates are rising, we might adjust bond durations to protect your portfolio. This way, your investments are always responsive to the real world, not just a formula.
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.
*While diversification can reduce risk, it cannot eliminate it. All investments carry some level of risk.
Our Investment Philosophy
At nVest Advisors, we respect the timeless principles of investing, but we also recognize that the world is constantly changing. Our approach is designed to adapt to these changes, ensuring your investments remain aligned with both your goals and the realities of the global economy.
Why We’re Different
Many advisors use a “static allocation” approach. For example, if you’re a moderate-risk investor, they might allocate 60% of your portfolio to stocks and 40% to bonds—and leave it untouched for years. While this worked in the past, today’s world moves faster. With AI, geopolitical shifts, and instant market reactions, a one-size-fits-all strategy often falls short.
Instead, we take a dynamic approach. For instance, if economic data suggests a potential slowdown, we might reduce exposure to cyclical stocks and increase holdings in more defensive sectors. Or, if interest rates are rising, we might adjust bond durations to protect your portfolio. This way, your investments are always responsive to the real world, not just a formula.
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.
*While diversification can reduce risk, it cannot eliminate it. All investments carry some level of risk.
