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Jeremy Torgerson, nVest Advisors Founder & CEO

We’re passionate about helping you. (Yes, you.)

Most investment firms really only want one kind of client: the one with lots of money to invest. But that’s not our mission here at nVest Advisors. 

We believe working families and small businesses need (and deserve) quality financial advice and investment management, too. 

That’s why we created a strictly-no-commission, fully fiduciary financial planning firm with no account minimums, no sales pressure, and no gimmicks. It’s not about where you are today that matters to us – it’s where you want to be in the future.

If you sincerely want to better your financial life, we sincerely want to help.

So whether you’re a working professional needing to plan for retirement, a young family struggling with debt, a retiree wanting to maximize your monthly income, a small business wanting a trusted financial ally on your side, or a company looking to give your employees a personal, human financial advisor for your 401k, you’ve come to the right place.

Proud to be a contributor to these and other financial media:

How can we help you today?

I need a plan.

Simple. Easy to understand. And most important, workable.

Click here for more info about the nVestor LifeCycle program.

I need to invest.

Do it simply, with no commissions or sales charges. Ever.

Click here for more info about investment management services.

I own a business.

 We’ll help make sure your retirement plan works for all of your employees.

Click here for more info about the our services for employer-sponsored plans.

I want to learn.

Whether you become a client or not, we want to help you learn about money.

Click here to join our mailing list.

Are you financially fit? Take our 6-question quiz right now, and find out!

Recent Blog Posts:

412, 2018

Introducing nVestMe.Com

December 4th, 2018|0 Comments

nVest Advisors is proud to bring an entirely new online resource for our small business clients (and their employees)! nVestMe.Com – A site for company plan participants, courtesy of nVest Advisors.   nVestMe.Com is the new online home for participants (employees) of all the 401(k), 403(b), SIMPLE IRA, SEP IRA, and other employer-sponsored retirement plansmanaged by nVest Advisors, LLC.

312, 2018

Aspire Update – December 3

December 3rd, 2018|0 Comments

This month, our clients with Aspire 457, 403(b), SIMPLE IRA, SEP IRA, 401(k), and IRA accounts have a lot of exciting changes to learn about! In addition to the major recordkeeping and client website improvements

2011, 2018

Market Volatility – Again

November 20th, 2018|0 Comments

It seems like once or twice a year for the last few years, we’ve had to address concerns with short-term volatility, usually in the equity (stock) markets. We’ve addressed this most important issue several times already (here) and (here) and (here) and (here), and today we felt it was important to remind our clients to do their very best to ignore the daily swings in value that are happening at the moment. What causes panic in most people is that we aren’t sure why the drops are happening, and we don’t know when it will stop. It’s uncertainty, and not being able to see the future, that makes you panic as an individual investor. The investing world, as a whole, is no different. Read the headlines and the first few lines of every news story about market volatility during the past few weeks and you’ll see the same worries played out over and over again. “The selloff is a continuation of… ongoing worries about the U.S.-China trade (dispute)…” “Dow Jones Futures: Scared Yet?” “The losses have been sparked by a flurry of concerns about everything from higher interest rates and crashing oil prices to the US-China trade war.” “This touted market predictor [translation: a GUESS] screams sell…” (Emphasis ours.) It’s clickbait. It’s all emotion. It’s even hysterical. Get enough of that GroupThink happening, and you’ll most definitely see temporary drops in the markets. At nVest Advisors, we try our best to understand the emotional dynamics underlying most investing decisions. We’re also keenly aware of how often those emotions harm our clients’ investing goals rather than help them. Keeping your emotions out of your investing is one of the most important things we can do for our investment advisory clients.

1211, 2018

Holiday Hours & Deadlines – 2018

November 12th, 2018|0 Comments

The Holiday Season is almost here! Please take note below of several market/office closures and administrative deadlines coming up in the next six weeks: Sunday, November 18:  All 403(b) and all other ASPIRE-held accounts will be

911, 2018

Changes to client communiation in 2019

November 9th, 2018|0 Comments

One of the challenges we are always facing at nVest is how to communicate with our clients in ways that are frequent and meaningful without becoming too frequent and a professional version of "TMI". After

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