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.


holds a legal or ethical relationship of trust with one or more other parties
Or simply: our clients interests are our primary interests.
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. Nvest believes this is THE only way to interact with clients. We view each client's savings as a culmination of their "life-effort, compressed.” In contrast to many other “financial advisors”, Nvest Wealth Strategies does not derive any portion of its compensation from commissions.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

Founder & Senior Partner

Bill founded Nvest Wealth Strategies in May 2006 and served as CEO and Chief Investment Officer through 2023. Prior to establishing the firm, he was the President of Investments and CIO of Portfolio Consultants, Inc. Bill has over 45 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 and remains a valued resource.

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.


Steve Henderly, CFA

Partner, Financial Advisor

Steve joined Nvest Wealth Strategies in November 2006 shortly after the firm's founding and today serves as its CEO & Chief Investment Officer (CIO). Steve enjoys investment research and analysis, and working closely with clients. Before Nvest, Steve worked as a Research Analyst covering the food, drug and retail industries for F&D Reports and

Steve obtained his B.S. in finance from The Ohio State University Fisher College of Business 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 three children Camdyn, Beckett, & Reilynn 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 children.


Jordan Ranly

Financial Planner & Wealth Advisor

Jordan joined Nvest Wealth Strategies following nearly 19 years of employment with Honda (2003~2022) where he held various engineering and supply chain leadership roles with increasing levels of responsibility. As a senior leader within the Supply Chain organization, Jordan led a large, diverse group of engineers and supply chain experts across Honda’s broad North American operations.

A 2003 graduate of The Ohio State University with a B.S. in Mechanical Engineering, Jordan later earned his MBA from Ashland University in 2009. In 2023, Jordan completed the requisite coursework online with Boston University and passed the exam towards the CERTIFIED FINANCIAL PLANNER designation. With extensive experience as a quality engineer, procurement specialist, and supply chain leader, Jordan has developed extensive skills in problem solving, data analytics, and financial modeling. Jordan strives to engage clients utilizing these various tools and skills to provide actionable plans that deliver financial peace of mind.

With their four children (Addison, Vincent, George, and Lucy), Jordan and his wife, Erin, live near Plain City, OH. Jordan enjoys coaching, sports, camping, and spending time with friends and family. He also plays guitar and sings locally at various venues as a member of both “The Reatles” and “Ranly Nixon Acoustic”.


Diane Carpenter

Office Manager & Client Concierge

Diane joined the Nvest Wealth Strategies team in 2022 to provide "white glove" support to clients and our office operations.

Diane’s background includes over 18 years of operations experience. Most recently, she was the Client Relationship Manager for Peregrin Services. Prior to that, she worked with Discover Financial Services in financial operations for over 17 years. While there she was responsible for risk mitigation and department performance and managed several areas within the credit card sector including Financial Planning & Analysis, Bankruptcy, Consumer Credit Counseling, and Probate.

Diane is originally from southern Ohio, and remained in the Columbus area after earning her B.S. in Health Education from The Ohio State University. She lived in Dublin for over 18 years before moving to her current home on 5 acres in the country, near Marysville, Ohio. She has 2 adult sons (Tim and Steve), also in the Columbus area and loves getting together with her family and friends. She is an animal lover (3 dogs, 1 indoor cat, 4 barn cats, 1 horse), enjoys baking and cooking, and is an avid reader.