Nvest Wealth Strategies, Inc.

Nvest Wealth Strategies, Inc. (CRD# 139758) is a financial advisory firm headquartered in Powell, OH. They manage $62,449,860 in 279 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $223,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Nvest Wealth Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven G. Henderly
CRD#: 6155910
10268 Sawmill Parkway, Powell, OH 43065
90
Wealthminder
score

Steven Henderly (CRD# 6155910) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.

2
William G. Henderly
CRD#: 4373195
Powell, OH
90
Wealthminder
score

William Henderly (CRD# 4373195) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.

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