Updated November 01, 2023
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nVest Advisors

Investment Advisor Firm
Total assets under management$16M
Years in business9+

About nVest Advisors

nVest Advisors, led by founder and CEO Jeremy Torgerson, RFP©, MRFC©, is a financial advisory firm on a mission to provide accessible financial planning and investment services to working families and small business owners. Founded in response to the aftermath of the Great Financial Crisis, Jeremy transitioned from entrepreneurship to finance to help those affected by the economic downturn.

Under Jeremy's leadership, nVest Advisors evolved from Palo Alto Investments, aiming to redefine financial services. The firm focuses on delivering cost-effective, tech-savvy, commission-free, and fully fiduciary solutions tailored to average individuals. Their services extend across Texas and Colorado, with ambitions for further expansion.

nVest Advisors offers personalized investment management, financial planning, and financial education, empowering clients to achieve their dreams. Jeremy emphasizes the importance of having a concrete financial plan to transform aspirations into attainable goals. This journey is likened to climbing a mountain, where professional guidance, discipline, and checkpoints are vital for reaching the peaks of your financial aspirations.

With a commitment to improving financial well-being, nVest Advisors provides free introductory consultations, allowing clients to embark on their financial mountain-climbing journey with a trusted advocate and guide.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Financial Planning
  3. Financial Education

More about nVest Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2770641

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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