Financial Advisors
Colorado Springs, CO
nVest Advisors is an independent, fiduciary financial advisory firm serving families, small business owners, and educators across Colorado, Texas, Utah, Kansas, and virtually nationwide. Founded in 2008, they offer comprehensive fee-only financial planning and investment management focused on retirement planning, tax strategies, debt reduction, and wealth building. They specialize in employer-sponsored retirement plans for small businesses, educator benefits planning (TRS/PERA), and personalized financial strategies for life transitions.
Ideal for: Families planning retirement, small business owners seeking 401(k) solutions, educators with TRS/PERA benefits, individuals managing debt or life transitions
Service area: Colorado Springs and surrounding areas, plus Colorado, Texas, Utah, Kansas, and virtual nationwide
Fee-Only Fiduciary Model: nVest Advisors operates exclusively as fee-only fiduciaries with no commissions, ensuring their recommendations prioritize client interests over product sales.
Educator Specialization: They offer specialized financial planning for teachers and educators, helping them maximize TRS and PERA benefits with strategies tailored to the unique challenges educators face.
Multi-Service Planning: Beyond investment management, they provide integrated planning across retirement, taxes, debt management, estate planning, risk management, and employer 401(k) solutions.
Address: 118 N Tejon St UNIT 305, Colorado Springs, CO 80903
Phone: (719) 257-9301
Website: nvestadvisors.com
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