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Nvest Wealth Strategies, Inc.

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Client assets under management

$235,494,414

More info

Clients

185

25% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

62

Typical

Average account size

$1,272,943

About

The firm serves individual investors (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations and business entities, offering discretionary portfolio management, financial planning and hourly consulting. It manages both custodial accounts and client-directed retirement allocations using third‑party aggregation tools and charges percentage‑of‑AUM investment fees alongside separate consulting arrangements.

Nvest implements a long‑term, multi‑asset approach built primarily with no‑load mutual funds and ETFs rather than individual stocks or bonds, emphasizes diversification and periodic rebalancing, and generally avoids timing or momentum strategies. Accounts are reviewed at least quarterly with reconciled performance reports provided to clients, and the firm operates under a stated fiduciary standard and professional codes of conduct.

Distinctive features for a firm this size include multiple senior credentialed staff (two CFA charterholders and a recently added CFP), the firm’s use and distribution of periodicals/periodic client communications in addition to quarterly reports, and client‑specific fee accommodations such as discounted rates for certain public charitable or church‑related organizations and the exclusion of concentrated low‑basis holdings from management fees. These operational choices and staffing credentials differentiate the firm from many peers of similar scale.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Wealth management Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.60% $4,000,000 - $6,000,000: 0.40% $6,000,000+: 0.20%

Project-based

Consulting fees range from $50 (data gathering) up to $200 (professional expertise) per hour.

Other

Account minimum: $250,000 minimum Fee-only: Consulting fees range from $50 to $200 per hour depending on expertise; typically not invoiced if client assets under management are $250,000 or greater.

Main office location

Nvest Wealth Strategies, Inc.

9757 Fairway Drive

Powell OH 43065, United States

Number of offices

1

Most active in

More info

Florida · Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 614-389-4646

Advisors at this firm

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user avatar

Jordan R

CFP®

Powell, OH

Nvest Wealth Strategies, Inc.

Jordan Ranly is a CFP® professional with four years of experience at Nvest Wealth Strategies, Inc. Prior to joining the firm, he worked for Honda Motor Company for 19 years. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs.

Wealth management Cash flow / budgeting
user avatar

Steven H

CFA®

Powell, OH

Nvest Wealth Strategies, Inc.

Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.

Wealth management Cash flow / budgeting
user avatar

William H

CFA®

Powell, OH

Nvest Wealth Strategies, Inc.

William Henderly is a CFA® charterholder with 26 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and hourly consulting. The firm employs a long-term, multi-asset investment approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while operating under a fiduciary standard.

Wealth management Cash flow / budgeting
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