The Nvest Group | Financial Planning in Kennebunk, ME and Portsmouth, NH.

Strive for greatness.

The Nvest Group offers intelligent, easy to understand financial guidance. We serve clients with distinct specialties and serve our community through our charitable organization.

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Helping families, individuals and non-profit organizations in financial planning and portfolio management. Nvest Financial is CEFEX Investment Adviser.

Holistic Financial Planning

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If you’re a business owner, ROI Cubed will help you build value, meet your goals, and exit effectively.

Business Consulting

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Get help selecting a 401(k) plan for yourself and your employees, plus support and training as you implement it.

Business Retirement Planning

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Through our Operation: Love...from home initiative, we support our troops, veterans, local food pantries, and more.

Supporting Our Community

Intelligent Solutions

Ever-changing markets, tax codes, and personal priorities—we make it all clear and actionable.

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Personal Finance

The plan gives power to every service we offer and every decision you make.

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Business Retirement

Let’s make offering a retirement plan one of your simple tasks.

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Business Consulting

Evolving companies is familiar territory to us. Get guidance and get clear.

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Operation Love

A helping hand for active duty and veteran service members and their families.

We depend on each other so you can depend on us.

Financial confidence starts with getting real. Every member of your team can take you there.

The Team 

If you’re interested in working for Nvest, send us a note.

Team 2023