NVEST FINANCIAL, LLC
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 128868
- Registered since
- March 4, 2022
- Website
- www.planwithnvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.95%
- Individuals29.62%
- Charitable Organizations1.78%
- Corporations / Businesses0.59%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nvest Financial, LLC is an independent registered investment adviser that serves both individual/family and institutional clients. Founded as an LLC and SEC-registered in 2022, the firm operates as an owner-operated RIA and acts as a capital allocator, selecting third‑party managers alongside managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds9%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6EILEEN MONAHAN
Senior Financial ConsultantCRD 1056869
GEORGE RAFTOPOULOS
PresidentCRD 1749955
NICHOLE RAFTOPOULOS
Registered RepresentativeCRD 2685964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$150M in ETFs
88%
$132M
12%
$18.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $17.5M | 41,006 | 11.63% |
Location
PORTSMOUTH, NH
ROCKINGHAM
Location
PORTSMOUTH, NH
Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 2 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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