PURSUE FINANCIAL FITNESS

Whether you founded the latest startup or looking for an exit strategy, we're here
to help you work toward your financial goals. 

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal lifestyle? The unique, comprehensive strategies and disciplined execution that put Nvestfit on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

We Employ Financial Fitness Techniques to Improve Your Overall Financial Wellness

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Michael Greer

Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth Advisor I Financial Coach

As a Sr. Wealth Advisor with more than 14 years of financial services experience, over a decade of private office management, and more than five years of successfully recruiting and placing financial and accounting professionals; Mike...
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Samuel Richmond, M.S., CFP®

President

As a CFP® professional, I strive to serve my clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your...

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WHO WE WORK WITH

We work with entrepreneurs and entrepreneurially minded individuals and their families.

<span>Entrepreneur</span>

Entrepreneur

From restaurateurs and retail businesses to tech and real estate professionals we are aware of the unique challenges you face. Let’s work together so that you have a game plan to take your establishment to the next level as you pursue your personal and professional goals.

<span>Athletes</span>

Athletes

Oftentimes your faced with large sums of money with minimal experience in managing it. Not to mention the average career of an athlete is 5 years and 70 percent of your lifetime income often falls within this period. It’s especially important to employ financial fitness techniques to avoid the pitfalls that occur after your professional career ends. Strengthening your money muscles today can mean financial wellness for life.

<span>Entertainers</span>

Entertainers

Like professional athletes you may be exposed to large sums of wealth but it may be inconsistent or periodic. Instead of experiencing feast or famine let’s tailor a financial script to act out, that will enable you to enjoy the pursuits towards your dreams.

Entrepreneur<span>&#160;in the Making</span>

Entrepreneur in the Making

You know who you are, dreaming with eyes wide open in pursuit of a vision you intend to make a reality. Yes, you’re a risk taker. Let’s evaluate your options to enable you to take the calculated risk necessary to improve your probability of success.

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Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.
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Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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LET'S GET CONNECTED

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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