“Jeremy Torgerson is a respected financial advisor and the founder of nVest Advisors, a family-owned, fiduciary Registered Investment Advisory (RIA) firm committed to helping individuals, families, educators, and small business owners achieve true financial security. Since 2008, Jeremy has been working full-time as a financial advisor, dedicating his career to making quality financial advice accessible to everyday Americans, not just the wealthy.

Originally launching his career at Edward Jones, Jeremy witnessed firsthand the devastating impact of the Great Financial Crisis on working families and entrepreneurs. In 2011, he founded Palo Alto Investments in Brownsville, TX—a traditional advisory firm focused on helping small business owners and underserved communities.

Recognizing the shift in technology and the need for more affordable, client-friendly services, Jeremy transformed his practice into nVest Advisors in 2015—a forward-thinking, low-cost, commission-free, and (mostly) virtual firm focused on fiduciary standards and real relationships. His firm now specializes in comprehensive financial planning, wealth management, employer plan advisory, and educator-focused financial strategies.

A proud Denver native, Jeremy relocated both his family and firm to Colorado in 2017. Today, nVest Advisors serves clients across Colorado, Texas, Utah, and Kansas, and continues to expand its reach. The firm reflects Jeremy’s mission: to provide genuine, trustworthy advice with a personal touch—backed by innovation and integrity.

Beyond his advisory role, Jeremy is the host of the Think Like A Rich Guy podcast and is frequently quoted in major U.S. media outlets for his views on the economy and financial mindset. He also writes and speaks regularly on investing, retirement, and personal growth.

Jeremy resides in Colorado Springs with his wife, Kari. Married since 1993, they have two grown children and two beloved dogs. His son Joshua has also joined nVest Advisors as a financial advisor, carrying forward the family’s legacy. When not serving clients, Jeremy enjoys acting, hiking the Colorado backcountry, golfing, watching Star Trek, and cheering on the Denver Broncos.“

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 Jeremy 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.

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