Born from a Rebellion, Built for Change
Our firm started during the Great Financial Crisis of 2008, in part, as a rebellion of sorts toward an industry that we felt was filled with flashy sales gimmicks, conflicts of interests, hidden fees and profit motives, and a general lack of regard for the overall financial success of you, the client.
More than that, what we saw was that so-called “ordinary” people often got much lower quality of skill and service than was offered to wealthier clients, by the same company, and often, by the same advisor.
That needed to change.
We decided to work from inside the industry to bring about real, meaningful change that would impact the lives of everyday people.
We exist today to serve everyday Americans with the same care and quality of service normally only offered to High Net Worth clients. We do this by providing quality financial planning and investment management services in affordable, transparent, and personal relationships. Whether you want an in-person or virtual advisor relationship.
Born from a Rebellion, Built for Change
Our firm started during the Great Financial Crisis of 2008, in part, as a rebellion of sorts toward an industry that we felt was filled with flashy sales gimmicks, conflicts of interests, hidden fees and profit motives, and a general lack of regard for the overall financial success of you, the client.
More than that, what we saw was that so-called “ordinary” people often got much lower quality of skill and service than was offered to wealthier clients, by the same company, and often, by the same advisor.
That needed to change.
We decided to work from inside the industry to bring about real, meaningful change that would impact the lives of everyday people.
We exist today to serve everyday Americans with the same care and quality of service normally only offered to High Net Worth clients. We do this by providing quality financial planning and investment management services in affordable, transparent, and personal relationships. Whether you want an in-person or virtual advisor relationship.
*Data is approximate, as of March 31 ,2025.
18 Years of Purpose-Driven History
nVest Advisors was founded by Jeremy Torgerson, a Denver native with a passion for helping families and businesses navigate the complexities of financial planning. Inspired by his own experiences as a small business owner during the Great Financial Crisis of 2008, Jeremy transitioned into financial advising to make a difference for families like his.
18 Years of Purpose-Driven History
nVest Advisors was founded by Jeremy Torgerson, a Denver native with a passion for helping families and businesses navigate the complexities of financial planning. Inspired by his own experiences as a small business owner during the Great Financial Crisis of 2008, Jeremy transitioned into financial advising to make a difference for families like his.
May 2008.
Jeremy began financial advising with Edward Jones Investments in Los Fresnos, Texas.
Mar 2008.
Began financial advising with Edward Jones Investments.
Mar 2011.
Believing clients were better served by an advisor who could work independently of mega-corporate interests, Jeremy established Palo Alto Investments to better serve the Rio Grande Valley of Texas with quality investing and planning services.
Palo Alto was headquartered in Brownsville, Texas, now the home of SpaceX.
Mar 2015.
The company converted from a hybrid commission/fee advisory practice into nVest Advisors to embrace newly emerging “fintech” technology and provide low-cost, fee-only, fully fiduciary financial services. The new RIA firm was registered in Texas first and then, shortly after, in Colorado.
Our commitment to families and small businesses never changed. We became one of the earliest RIA firms to partner with Betterment, a robotic advisory firm, for our younger, tech-savvy clients.
Mar 2017.
nVest Advisors relocated the company back to Jeremy’s home state of Colorado and became a 100% paperless and virtual-capable firm. Clients can always visit our offices in downtown Colorado Springs, but they never need to.
The Company also added partnerships with TD Ameritrade (now Charles Schwab) and Empower Retirement as a 401k and 403b plan vendor.
Mar 2022.
The company rebranded with a renewed vision and mission and also began supporting clients in Kansas and Utah.
We also added two more 401k companies to our service providers (Human Interest and Vestwell), and began partnerships with SORA Finance for client debt optimization, LLIS for non-commission insurance needs, and others.
August 2011.
Believing clients were better served by an advisor who could work independently of mega-corporate interests, Jeremy established Palo Alto Investments to better serve the Rio Grande Valley of Texas with quality investing and planning services.
Palo Alto was headquartered in Brownsville, Texas, now the home of SpaceX.
February 2015.
The company converted from a hybrid commission/fee advisory practice into nVest Advisors to embrace newly-emerging “fintech” technology and provide low-cost, fee-only, fully-fiduciary financial services. The new RIA firm was registered in Texas first, and then, shortly after, Colorado.
Our commitment to families and small business never changed. We became one of the earliest RIA firms to partner with Robo-Advisory firm Betterment for our younger, tech-savvy clients.
February 2017.
nVest Advisors relocated the company back to Jeremy’s home state of Colorado and became a 100% paperless and virtual-capable firm. Clients can always visit our offices in downtown Colorado Springs, but they never need to.
The Company also added partnerships with TD Ameritrade (now Charles Schwab) and Empower Retirement as a 401k and 403b plan vendor.
May 2022.
The company rebranded with a renewed vision and mission and also began supporting clients in Kansas and Utah.
We also added two more 401k companies to our service providers (Human Interest and Vestwell), and began partnerships with SORA Finance for client debt optimization, LLIS for non-commission insurance needs, and others.
Meet Our Founder
Jeremy Torgerson, CEO & Founder of nVest Advisors, started this firm in 2008 with a simple but powerful goal:
To bring honest, personal financial planning to families and small business owners often overlooked by the traditional financial industry.
“I didn’t start this firm to sell products — I started it to protect people like me from a system that forgot about us.”
“I became a financial advisor the day the market collapsed — and from that moment, I knew this industry needed to change. My mission is to serve the future you — with calm, clarity, and real financial freedom for the rest of us.”
— Jeremy Torgerson, CEO, nVest Advisors
Where We’re Headed: A Brighter Future for You and for Us
As nVest evolves from a single-advisor practice into a multi-advisor, family-owned firm serving clients across multiple states, our future is as promising as the clients we serve.
We’re committed to welcoming individuals and families with:
No account balance minimums
Low-cost, personalized financial planning
Unique and competitive investment strategies
Whether you need full-service planning or just help with one financial topic, we offer modular, single-subject planning designed to meet you where you are.
👉 Explore Our Planning Services
We’re also becoming a recognized leader in 401(k) retirement plans, specializing in helping small businesses and startups build meaningful employee benefits—without the high costs or complexity typically associated with big firms.
👉 Learn About Our 401(k) Solutions
For high-net-worth individuals and business owners, we’re expanding into more advanced services, including:
Tax planning and optimization
Small business startup and turnaround coaching
Custom benefit plan design and management
👉 See What We Offer for Business Owners
And because we believe in collaboration over competition, we’ll offer our investment and planning services in a sub-advisory role to other fiduciary advisors who want to outsource some of their work—without compromising their clients’ trust.
👉 Partner With Us as a Fellow Advisor
Meet the Team Behind Your Financial Success
Founder & CEO
Financial Advisor in Colorado
Financial Advisor in Texas
