SEC | nVest Advisors

Statement on the SEC Regulation BI (Best Interest)

nVest Advisors was conceived and created to provide effective, low-cost, fully fiduciary financial planning and investment management for all of our clients, but especially for those clients who are largely overlooked by other RIA firms due to income or accumulated wealth limitations. The middle-income American family and small business owner have traditionally been targeted by

The DOL Fiduciary Rule: What it means to you.

Fiduciary An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. (Source: http://legal-dictionary.thefreedictionary.com/fiduciary)   There's a tremendous amount of debate in the financial industry about the US Department of Labor's proposed Fiduciary Rule, but very

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