A complete list of active advisors currently associated with Envest Asset Management, LLC

Warmer can help you find a great advisor at Envest Asset Management, LLC or one who fits your needs even better.

Envest Asset Management, LLC advises individuals—including high‑net‑worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers discretionary and non‑discretionary portfolio management, comprehensive and hourly financial planning, pension consulting, and employee financial‑wellness services, generally using percentage‑of‑assets fees for investment management. The firm describes a holistic advisement philosophy that may incorporate socially responsible (SRI) and environmental, social, governance (ESG) investing alongside clients’ financial objectives. Envest primarily implements passive, asset‑class oriented portfolios using index mutual funds and ETFs, while also employing fundamental and cyclical analysis, third‑party managers, and model portfolios where appropriate. What is distinctive for a firm this size is the recent addition of billed educational seminars and speaking engagements, with a defined fee and cancellation policy for those events. Envest also highlights employer‑facing offerings—employee financial wellness and pension consulting with a designated financial‑wellness fee adder—and notes the ability to offer private SRI/ESG opportunities for accredited investors, as well as formal referral arrangements with independent promoters.

To learn more about the advisors currently working at Envest Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.