nVest Advisors, LLC

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nVest Advisors, LLC Helping families and small businesses build generational wealth since 2008. Testimonials / reviews are not compensated and are provided voluntarily.

The official page for nVest Advisors, LLC, a Registered Investment Adviser in Kansas, Utah, Texas and Colorado serving the needs of middle-American families and small businesses. Regulatory notice: Facebook utilizes the word "Like" to facilitate the subscription feature on its Pages. Users "Like" a Page only as a way to indicate an interest in receiving the Page's updates in the user's newsfeed. The use of the word "Like" on Facebook should not be misconstrued to be an endorsement, recommendation, or testimonial about our firm, our advisors, or our services.

Managing your personal finances can sometimes feel like trying to assemble complex furniture without the instruction man...
09/21/2026

Managing your personal finances can sometimes feel like trying to assemble complex furniture without the instruction manual—or worse, with too many conflicting manuals throwing advice at you all at once. Between market volatility, changing tax laws, and life’s unpredictable turns, it’s completely normal to wonder: "Am I handling my money the right way, or am I missing something big?"

At nVest Advisors, we talk to people every day who reach out not because they aren't smart enough to manage their money, but because life got complex, time got tight, or the financial stakes simply got higher.

If you are trying to decide whether to hire a professional partner, here are 21 common questions and life events that prompt people to reach out to a financial advisor—along with 5 scenarios where you likely don't need one yet:

Read more here: https://nvestadvisors.com/how-do-i-know-i-need-a-financial-advisor/

A 401(k) plan can be doing a lot of things right and still have room for improvement.Are employees actually using it? Ar...
08/22/2026

A 401(k) plan can be doing a lot of things right and still have room for improvement.

Are employees actually using it? Are the fees competitive? Are you comfortable with how the plan is being monitored and managed?

Those are the things that can get overlooked when a plan has simply been running for years.

If you had to rate your 401(k) today, what would you give it: 10/10, or “I honestly have no idea”?



08/16/2026

The strongest retirement plans aren't those that never change.
They're the ones whose decisions can always be explained.

Your 401(k) works quietly in the background until it doesn't. If any of these signs look familiar, it might be time for ...
08/03/2026

Your 401(k) works quietly in the background until it doesn't. If any of these signs look familiar, it might be time for a quick checkup before small issues become expensive ones. #401(k)

08/03/2026

If Your 401(k) Could Talk...
"I'm still using settings from 2019."
"I haven't been reviewed."
"Your employees don't understand me."
"I could be costing you more than you realise."
A 401(k) shouldn't stay the same while everything around it evolves.

07/24/2026

Your business probably isn't the same as it was three or five years ago.

You've hired new people. Your team has grown. Priorities have shifted. The market has changed.
Has your 401(k) plan changed with it?

Many employers assume that once a retirement plan is in place, the hard part is done. But the best plans aren't the ones that stay untouched—they're the ones that are reviewed, questioned, and improved over time.

If you're responsible for your company's 401(k), this webinar will help you understand what to look for, what questions to ask, and where opportunities are often overlooked.

If you're wondering whether your plan is still serving both your employees and your business as well as it could, this webinar is worth your time.
Click below to watch.
https://nvestadvisors.com/is-your-401k-working-as-hard-as-you-are-free-401k-webinar/

Most employers genuinely want to help their employees prepare for retirement.That's why they offer a 401(k).But offering...
07/21/2026

Most employers genuinely want to help their employees prepare for retirement.

That's why they offer a 401(k).

But offering a plan is only one piece of the puzzle.

Many employees enroll without fully understanding how the plan works, how much to contribute, or how to choose investments. Others delay participating because retirement planning feels complicated or overwhelming.

Over time, those small moments of uncertainty can have a big impact on long-term financial outcomes.

This post is the start of a conversation.

In the coming days, we'll share practical insights on the questions employees don't always think to ask, the challenges employers often face, and what makes a retirement plan truly effective.

Because a great retirement plan isn't measured by whether it's offered. It's measured by whether it helps people build a more secure future.

Follow along as we explore what successful retirement plans look like beyond enrollment.

#401(K)

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07/06/2026

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The world is in chaos. War is raging while false peace is hyped every day. AI is in a bubble. Real wealth is built sober...
06/23/2026

The world is in chaos. War is raging while false peace is hyped every day. AI is in a bubble.

Real wealth is built soberly over time, with research and determination, and a solid understanding of what you are investing for.

Investments need a reason so that the investor can have patience.

At nVest, we are patient investors.

Regarding $SPCX coming to market in 15 minutes, should you buy the hype?The history of IPOs would say to be very, very c...
06/12/2026

Regarding $SPCX coming to market in 15 minutes, should you buy the hype?

The history of IPOs would say to be very, very cautious.

Nearly every IPO falls in value from the initial open after the first few days of trading. Most broker dealers are restricting you to holding it for at least 15 days (or longer) if you buy today.

Just realize that.

Address

6 South Tejon Street, Suite 519
Colorado Springs, CO
80903

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

(888) 852-0702

Website

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