Mostly virtual.

Completely Commission-free.

And fully fiduciary.

Client Assets We Manage (in Millions)
Average Account Size
How much do you need to start?
Time you’ll spend driving to our office
  • 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 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.

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.

Want to learn more?