About Us

At Nvestfit, we help high-performing professionals simplify complexity and take control of their financial future.

Our clients include entrepreneurs, physicians, attorneys, athletes, entertainers, and equity-compensated professionals who want more than a financial plan — they want a valued partner who sees the full picture.

Led by founder and CERTIFIED FINANCIAL PLANNER™ Samuel Richmond, we act as your personal CFO — aligning investments, tax strategy, insurance, business growth, and legacy planning into one clear, customized roadmap.

As fiduciaries in advisory relationships, we are committed to transparency, independence, and putting your best interests first — always.

We help you turn success into lasting freedom — and make smart, confident decisions every step of the way.

Our Guiding Values

Clarity

We believe financial planning should be straightforward and transparent. Our goal is to break down complex topics and provide you with clear, confident direction every step of the way.

Integrity

As fiduciaries in advisory relationships, we are committed to acting in your best interest at all times. We take this responsibility seriously, offering advice grounded in care, diligence, and a deep respect for the trust you place in us.

Commitment

We’re deeply invested in your success—both financially and personally. Whether you’re navigating a life transition or planning for the long term, we’re here to support you with consistent, responsive guidance.

Let’s Build Something Meaningful Together

Whether you’re seeking clarity, a collaborative partnership, or a roadmap for long-term independence, we’re here to help. Connect with our team to take the next step toward financial confidence and freedom.

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