Broker Check



Imagine taking the business you’ve worked so diligently to build – even further. The elite team at NetVEST Financial LLC gives top advisors the support they need to thrive and provide more to their clients. From proprietary strategies to customized marketing materials, we’ll help you energize and deepen your relationships with your clients. Your name and reputation backed by our resources…a winning combination to support success!

We at NetVEST allow our advisors to combine the strengths of their businesses with the trust, transparency, accountability and process of NetVEST Financial LLC:

  • Provide holistic integration to your client’s financial world by incorporating investment management, estate planning, and tax planning professionals in –house
  • Gain access to portfolio research and technology
  • Increase your cash flow 
  • Potentially lower fees for your clients
  • Help to grow the intrinsic value of your business
  • Participate in our seminar marketing lead program
  • Gain full back-office support
  • Earn the opportunity to establish or participate in our succession plan
  • Obtain equity ownership and partnership opportunities
  • Leverage the time-tested power of NetVEST Financial, LLC


For Advisors:

  • A competent, self-directed leader with a book of business worth at least $250,000 GDC
  • A 5-year minimum in the financial services industry
  • A positive, knowledgeable, and goal-oriented individual with a sense of humor

About NetVEST Financial LLC (NetVEST)

NetVEST Financial LLC (NetVEST) is an established, independent wealth and estate management firm that utilizes an accomplished blend of professionals to address our client’s varied financial needs. Our philosophy consists of a 360-degree approach to wealth planning– the uniting of disciplined investment management, thorough tax planning, careful estate planning, and diligent cash-flow management.

Built on the premise that every part of one’s financial life has an interdependent and complex relationship with the other, we provide our clients with a select group of in-house specialists that are skilled in the following areas:

  • investment management
  • retirement planning
  • trust design
  • estate planning strategies
  • tax planning strategies
  • insurance planning
  • education planning