Nvest Wealth Strategies, Inc.

Delivering Financial Peace of Mind

Financial consultant in Powell, OH (show on map)

4.5

★★★★★

6 reviews

Independent, fee-only financial advisory firm offering personalized wealth management, investment management, and financial planning services.

Call (614) 389-4646

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About

Nvest Wealth Strategies is an independent registered investment advisory firm that follows the strict fiduciary standard, working in the long-term best interest of each client. The firm offers personalized wealth management, investment management, and financial planning services, emphasizing a client-first approach, transparency, and collaboration.

Services include holistic wealth management, investment allocation guidance, stock option analysis, 529 college savings assistance, coordination with legal and tax providers, and impartial review of complex financial topics. The firm believes in clear investment objectives, proper diversification, client education, and asset-based service fees to align motivations with clients. Nvest invests its own assets using the same processes as client portfolios, ensuring objectivity and trust.

Fee-only advisory model

Fiduciary standard

Asset-based compensation

Eating our own cooking

Comprehensive holistic approach

Services

Financial Planning

Holistic wealth management focusing on living life financial planning, retirement analysis, cash flow management, debt management, and personalized financial goals.

Living Life financial planning Retirement analysis Cash flow management Debt management Personalized financial goals

Investment Management

Diversified asset investment approach with fiduciary principles, goal-based investing, and client education.

Fiduciary relationship Goals-based investing Asset allocation Diversification Client education Asset-based service fees Eating our own cooking

Risk Management

Strategies to manage and mitigate financial risks, including stock option analysis and insurance coordination.

Stock option exercise analysis 529 College Savings assistance Coordination with legal and tax providers Independent review of trusts and estate plans Personal property and liability protection analysis

Financial Consulting

Comprehensive consulting services covering retirement plan analysis, debt management, and major financial decision impact studies.

Employer-sponsored retirement plan review Health Savings Account analysis Stock option exercise counseling 529 College Savings setup Home/auto financing comparison Trust and estate plan review Personal property and liability protection analysis

Credentials & Certifications

CFA

Since 2006

CFP (in progress)

Since 2023

Reviews

Rating

4.5

★★★★★

Reviews

"Very friendly to work with"

Frequently Asked Questions

What is the fiduciary standard and why is it important? +

A fiduciary relationship is a legal or ethical duty to act in the best interest of another party. Nvest Wealth Strategies follows this standard, ensuring all advice and actions prioritize client interests, reducing conflicts of interest.

How does Nvest Wealth Strategies handle commissions and hidden costs? +

Nvest is fee-only, deriving compensation solely from asset-based fees. No commissions or hidden costs are involved in product sales, aligning incentives with client best interests.

What is the 'Living Life' financial planning process? +

The 'Living Life' process starts with a personal income statement, uses conservative projections, empowers clients to over-prepare, and analyzes long-term goals to deliver financial peace of mind.

How does Nvest manage stock options for clients? +

Nvest provides analysis and strategies for stock option exercises, considering risk concentration, taxes, and personal liquidity to optimize outcomes.

What types of insurance does Nvest assist with? +

Nvest reviews and analyzes personal property and liability insurance, including auto, homeowners, and umbrella policies, focusing on cost-efficient risk management without selling products.