nVest Advisors, LLC
Contact Information
-
Address
118 N Tejon St UNIT 305, Colorado Springs, CO -
Phone
(888) 852-0702 -
Website
nvestadvisors.com
Location
About nVest Advisors, LLC
nVest Advisors, LLC is a Financial Planner in Colorado Springs, CO. The firm provides fiduciary, fee-only financial planning and investment management services to families, teachers, and small businesses. nVest Advisors serves clients in Colorado, Texas, Utah, Kansas, and online nationwide. It holds a rating of 4.70 based on customer reviews. Founded in 2008 by Jeremy Torgerson, the firm operates as an independent, fee-only registered investment advisor. Jeremy Torgerson established the practice to provide personalized guidance to everyday Americans, focusing on retirement, taxes, and debt solutions. The firm offers customized planning for various life stages, including guidance tailored to educators’ pensions such as PERA, TRS, URS, and KPERS, as well as 403(b) and 401(k) plan strategies. nVest Advisors partners with Betterment, TD Ameritrade (now Charles Schwab), Empower Retirement, Human Interest, Vestwell, SORA Finance, and LLIS to support client needs. The firm is paperless and virtual-capable, though clients may visit its downtown Colorado Springs office. Joshua Torgerson joined the firm as a financial advisor in early 2024. They offer services ranging from one-time financial plans to long-term investment management, including quarterly updates and life event reviews. The firm provides forward-thinking strategies to minimize taxes and maximize savings, and helps protect legacy and transfer wealth according to wishes. nVest Advisors is known for providing personalized, fiduciary guidance to families and businesses. The firm maintains a positive reputation among those who have reviewed its services. nVest Advisors, LLC brings fiduciary clarity and fee-only transparency to financial planning in Colorado Springs.
The firm is located on N Tejon St in Colorado Springs, just steps from the historic Rutledge's building and near East Kiowa Street and Blondie's.
BizScoreAI awards the business a Content Quality score of 100 out of 100, meaning its website clearly answers customer questions and provides content that AI assistants can quote directly. The Technical score is 84 out of 100. Additionally, the business ranks number 1 of 14 Financial Planner businesses that BizScoreAI has scored in Colorado Springs.
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