(Mostly) virtual. No commissions or product sales. Fully fiduciary.

Client Assets We Manage (in Millions)
Average Account Size
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  • We don’t work on commission, we don’t sell products, and YOU are our only boss.

  • We’re full fiduciaries for every client, from your first day and your first dollar. 

  • We believe that meeting your financial goals is the result of a PROCESS, not a PRODUCT.

  • We hate sales pressure. You’ll never find any here.

  • We use technology to keep our costs low, so we can charge less than many advisors. 

  • We’re almost 100% paperless and 100% virtual. We can work with you when and where you are.

  • We’re all about building relationships. We’re here for your family and business for the long run.

  • We’re family-owned and committed to our community. Just like you.

Choosing the right financial advisor can be one of life’s “big decisions”. 


That’s because it’s supposed to be a long-term relationship. It takes trust and confidence to place your financial goals in the hands of someone else. That’s why we work hard, every day, to earn and re-earn the trust our clients show us.

Many of our clients are already wealthy, but that’s not who we built our company for. We live to serve Middle America.

We’re not the biggest firm out there. We hope we never are, because most of the “big guys” stopped working for you a long time ago.


What we strive to be here at nVest Advisors, is simply the best at helping families like us. And we’re just getting started.