Welcome to Nvest Financial Group, LLC.

We understand and appreciate that there are many financial companies from which to choose. The plethora of options for investments, wealth transfer, and tax optimization can be very challenging and confusing.

We believe that ultimately what distinguishes us from other available options includes our broad business experience, our knowledge, the service we provide our clients, and the manner in which we practice financial planning.

Whereas wealth management has generally evolved into a race to capture "assets under management" for firms and advisors, we practice traditional financial planning where our process considers and analyzes your entire financial situation first. As CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), our job is to fully understand your complete financial picture, before we adequately evolve into managing your family assets and wealth.

Our goal is to serve as a "family office" for our clients. Thus, our success is measured by the overall client-centric relationships we establish with each of our clients while practicing the highest standards of compliance to the rules that govern our industry.


Maine Office
Agatha James Business Center
69 York Street, Suite 1
Kennebunk, ME 04043
Telephone:
207.985.8585
888.683.7834

New Hampshire Office
Pease International Tradeport
14 Manchester Square, Suite 275
Portsmouth, NH 03801
Telephone:
603.766.0471
800.439.0652



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Key Points in the President's 2015 Budget Proposal: The budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.

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Last Updated: 04/21/14


CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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