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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STRIVING TO BUILD TRUST

STRIVING TO BUILD TRUST

What does it take to build your ideal lifestyle? The professional, 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 Help 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.

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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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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Kimberly Kelly

Executive Administrator, Project Coordinator

Kimberly comes to us with over 20 years of financial and operational business experience.  Most recently, she served 12 years as a Client Associate at Ameriprise Financial. She is process driven within the field of operations...
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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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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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