Services

Our Mission: Empowering Your Financial Journey

Achieve clarity, confidence, and control over your financial future with expert, personalized guidance tailored to your unique goals.

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AS SEEN IN:
As seen in media from CNBC, MSN, The Street, Investor's Business Daily, Yahoo Finance, CBS Money Watch

Click here to view all our past and recent media mentions and interviews.

Retirement Services nVest Advisors

  • For Individual And Families

Retirement Planning

Secure your future with strategies for retirement income, Social Security optimization, tax planning, debt management, and estate planning.

Investment Management

Optimize your wealth with personalized investment strategies, asset allocation, and risk management.

Retirement Services nVest Advisors

  • For Individual And Families

Retirement Planning

Secure your future with strategies for retirement income, Social Security optimization, tax planning, debt management, and estate planning.

Investment Management

Optimize your wealth with personalized investment strategies, asset allocation, and risk management.

Book Your 30-Minute Consultation Now

  • FOR COMPANIES, NONPROFITS & GOVERNMENTS

Financial Expertise for Businesses, Nonprofits, and Governments

Company Retirement Plan Advisory Services

Nonprofit and Governmental 403(b)/457 Advisory Services

Corporate & Organizational Investment Management

Employers Retirement Services, nVest Advisors

  • FOR COMPANIES, NONPROFITS & GOVERNMENTS

Financial Expertise for Businesses, Nonprofits, and Governments

Company Retirement Plan Advisory Services

Nonprofit and Governmental 403(b)/457 Advisory Services

Corporate & Organizational Investment Management

Book Your 30-Minute Consultation Now
Employers Retirement Services, nVest Advisors
Teachers Retirement Services, nVest Advisors

  • For Educators

Empowering Educators to Secure Their Financial Future

Trusted financial guidance to help educators achieve lasting security and peace of mind.

Book Your 30-Minute Consultation Now
Photo of Jeremy Torgerson, CEO

“At nVest Advisors, we turn complexity into clarity, challenges into opportunities, and dreams into achievements. With wisdom, care, and trust, we’re here to guide your financial journey.”

Jeremy Torgerson

Founder and CEO of nVest Advisors

Photo of Jeremy Torgerson, CEO

“At nVest Advisors, we turn complexity into clarity, challenges into opportunities, and dreams into achievements. With wisdom, care, and trust, we’re here to guide your financial journey.”

Jeremy Torgerson

Founder and CEO of nVest Advisors

See what our clients have to say…

Jeremy Torgerson is excellent. He adjusts the portfolio to meet your needs and goals as needed. He is always will to meet you in person if you desire to do so.

Lyla S.

Excellent! advisor really cares about you as a person.

Jamie P.

Great financial advisor who always goes the extra mile. He takes his responsibility very seriously and is proactive to protect our money!

Suzie K.

nVest Advisors is very easy to work with, and saved my ailing retirement savings! They provide very prompt answers and sound advice!

Randy T.

As a young professional just starting my savings and career Jeremy has been a wonderful mentor and advisor. He truly cares for his clients and I trust him and his advice. From holiday cards to zoom conversation about my financial goals for the future Jeremy and his work is truly appreciated and valued. I am excited to be his client for many more years to come!

Kristin G.
These testimonials are representative samples of live Google and Facebook reviews who are known to be real clients. No one providing a testimonial, review, rating, like/follow, share, or any other public/social comment about nVest Advisors, LLC, our team members, or our published content, has been compensated. All testimonials are provided voluntarily and without our input.

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.

Your Path to Financial Clarity

Let’s Build a Plan That Aligns with Your Goals and Gives You Confidence.