What we offer

Check out our comprehensive financial and investment management services.

Investment management

Personalized investment portfolios built with data-driven concepts, managed actively with economic conditions in mind.

Financial planning

Customized plans, expert setup, and ongoing education to meet all of your financial goals.

Financial education

Courses, webinars, and training are offered to our clients – free of charge – to help you take control of your financial future.

Schedule an introductory call with us to review your finances, your investment portfolio, discuss your goals, and get concrete advice, all free of cost and with no sales pressure.

Two ways to work with us

Fiduciary Investment Account Management

Build toward your future with the help of a fiduciary who will never take a commission or push a product.

Choose from three different custodial programs.

  • No minimum account size or fee to become an investment client.

  • Discretionary or Non-Discretionary Advisory Service

  • Three different custodial options so you can pick what’s best for you.

  • Financial Planning services are included for our investment management clients at no additional cost.

  • Access to our firm’s proprietary risk-based models with a focus on the real-world economy, not today’s market mood.

Comprehensive Financial Planning

  • $120 per hour if you want to pay hourly
  • Or, work with us for a year and pay only $567 in total!

(See program offers for more details).

Expert financial planning services you can do entirely from your home or office.

  • No obligation to be an investment client but can transition to a combined plan at any time and save planning fees.

  • Your plan is online for as long as you’re a client.

  • No commitment or obligation – cancel anytime.

This pricing and service information is presented for educational purposes only and is not intended as a solicitation to do business with nVest Advisors, LLC. Our services are available only in states and territories of the United States of America where nVest Advisors, LLC is registered to do business. These service comparisons are a factual representation of services offered but additional limitations, exclusions, and restrictions may apply. All clients are required to sign a Client Service Agreement prior to conducting any business with us. Please reference your Client Service Agreement for full details of prices and services provided. Additional information on our products and services may also be obtained from our Form ADV Part 2A and Form CRS public disclosure documents.