A complete list of active advisors currently associated with Nvest Financial, LLC

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

Nvest Financial is a team-based SEC-registered investment adviser managing roughly $688 million for individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, including 3(21) plan consulting and participant education. Nvest constructs customized, generally long‑term portfolios using diversified mutual funds and ETFs and, where appropriate, individual stocks or bonds, applying fundamental, technical, cyclical and charting analyses as part of its due diligence. The firm may implement strategies directly or through unaffiliated independent managers and conducts regular monitoring and client reviews to align portfolios with clients’ objectives and risk tolerances. The firm’s ADV discloses that it advertises third‑party ratings, a practice that is uncommon among similarly sized team firms. Nvest also describes institutional relationships with custodians that provide technology and operational support, uses prime brokerage relationships for fixed‑income needs, and maintains digital communications (including SMS) under a written privacy policy.

To learn more about the advisors currently working at Nvest Financial, 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.

Name	Location	Years of experience
Justin Happ	Portsmouth, NH	4
Dinon Hughes	Portsmouth, NH	4
Daphne Lafazan	Portsmouth, NH	25
Eileen Monahan	Portsmouth, NH	44
Kian Pashapour Nikoo	Portsmouth, NH	0
Nichole Raftopoulos	Portsmouth, NH	30

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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