Selecting a financial adviser is an important decision.
We believe the independent, fee-only advisory model and a client-first approach reduces the potential for conflicts of interest.
Or simply: our clients interests are our primary interests.
Independent advisors generally do not sell expensive products or illiquid annuities. A core philosophy of our firm is that no investment should control its owner; rather, investors should control their own investment destiny. Nvest is compensated based upon the growth of client portfolios over time via an asset-based fee - we believe this structure reduces conflicts of interest. Our efforts are totally focused on you - that means objectivity.
We believe that trust must be earned.
We are focused, personalized, and "eat our own cooking". That means we manage our own personal assets using the same strategies we advocate and employ on behalf of our clients.
Bill Henderly, CFA
Bill founded Nvest Wealth Strategies in May 2006 and is the Chief Investment Officer (CIO). Prior to establishing the firm, he was the President of Investments and CIO of Portfolio Consultants, Inc. Bill has over 40 years of investment management experience, including the management of the Ohio Bureau of Workers Compensation's $13.0 billion endowment fund. He also managed personal client investments for bank trust departments and a small insurance company.
Bill obtained his MBA from Xavier University, B.S. from Ohio Northern and holds the Chartered Financial Analyst designation (CFA). Bill also served as a member of the Investment Advisory Committee for the Wendy's Dave Thomas Foundation for Adoption. He and his wife Terry have 3 adult sons and live in Powell where they are active members at Worthington Christian Church.firstname.lastname@example.org 614-389-4646
Steve Henderly, CFA
Steve joined Nvest Wealth Strategies in November 2006 and works closely with all clients, as well as being responsible for fund research, client service and back office operations. Before coming to Nvest, Steve worked as a Research Analyst covering the food, drug and retail industries for F&D Reports and Creditntell.com.
Steve obtained his B.S. in finance from The Ohio State University Fisher College of Business in June 2004 and also holds the Chartered Financial Analyst (CFA) designation. Steve is a member of the CFA Society of Columbus and previously participated on its board of directors.
Steve and his wife Suzanne live with their two children Camdyn & Beckett in Powell and are active members of Powell United Methodist Church. In his free time, Steve enjoys golf, exercise, biking, and serving as a coach to the recreational sports teams of his two email@example.com 614-389-4646
David Miller, CLU, ChFC
Dave joined Nvest Wealth Strategies in February 2018 and works with clients to developing a holistic financial plan. In his 30+ year career managing the Insurance & Risk areas of investment planning, Dave’s responsibilities include maximizing clients’ retirement income and analyzing the acceptable level of risk for each client in regards to a potential long term care or other event effecting your asset portfolio. Before coming to Nvest, Dave has worked with over 1000 clients in developing a sound financial plan.
Dave obtained his B.S. in Business Administration from The Ohio State University at Columbus, Ohio, and the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College in Bryn Mawr, Pa. and he also attended The Methodist Theological Seminary.
Dave & his wife Kate, have 3 adult daughters and 1 son. They live in Delaware, Ohio and are members at Powell United Methodist Church. They enjoy volunteering and traveling to visit family and firstname.lastname@example.org 614-389-4646