We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Nvest – Client Advisor Position
We’re hiring! Seeking to fill the position of Client Advisor. Please share our position profile with anyone you believe might be a good fit at Nvest as we seek to deliver financial peace of mind to our wonderful clients. 2024 Nvest Client Advisor rev1
2024 Q2 Nvest Nsights Newsletter
Click here for a Printer Friendly PDF which also includes benchmarking and data on investments widely utilized in our current tactical strategies. Game Point! | Steve Henderly, CFA Tennis great Roger Federer won nearly 80% of the 1,526 singles matches he played over his career. Yet you might be surprised to learn that he won […]
Declaration of Financial Independence
Declaration of Financial Independence | Jordan Ranly, MBA Happy Independence Day – a day synonymous with our nation’s freedom from foreign rule. Might this be an opportune moment to declare your financial independence? Similar to how our nation’s founders envisioned a future of opportunity to better control our own destiny, LIVING LIFE financial planning empowers […]
June 2024 Commentary – The Cushion of the Sea
A number of years ago, a submarine being tested was submerged for several hours. Upon returning to the harbor, the captain was asked, “How did that terrible storm last night affect you?” Surprised, the captain exclaimed, “Storm? We didn’t even know there was one!” The submarine was so far beneath the surface that it reached […]
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Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused