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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2005
- Office Locations
- 2
Office Locations
About Nvest Financial, LLC
NVEST Financial, LLC (The Nvest Group) is a Portsmouth, NH-based advisory team offering comprehensive financial planning and investment management, with capabilities spanning retirement, tax, estate and insurance planning. The firm serves retail and institutional clients, with a client-centered, process-driven approach, and commonly implements portfolios using public funds and ETFs via custodians like Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICHOLE DEMETRIA RAFTOPOULOS
Advisor, Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2685964
- Ownership
- 50% but less than 75%
GEORGE RAFTOPOULOS
Advisor, President
- CRD
- #1749955
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Justin Happ
Compliance Manager
- CRD
- #3127288
Dinon Hughes
Financial Consultant
- CRD
- #7390375
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $688,288,833 | $333,150 |
| Non-Discretionary | $0 | -- |
| Total | $688,288,833 | $333,150 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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