The Nvest Group

The Nvest Group Building financial confidence... one relationship at a time.

We're thrilled to see our partner, Dinon Hughes, CFP®, AIF®, recognized as the recipient of the The College for Financia...
09/21/2026

We're thrilled to see our partner, Dinon Hughes, CFP®, AIF®, recognized as the recipient of the The College for Financial Planning Outstanding Early Career Alumni Award.

This honor comes on the heels of another major achievement; Dinon recently completed his M.S. in Personal Financial Planning from the College for Financial Planning.

From joining Nvest Financial as an intern in 2022 to becoming Partner this year, Dinon has shown what's possible when ambition meets a genuine commitment to serving others.

Congratulations, Dinon! We're so proud to have you on our team! 🎉

Dinon’s full bio:
https://www.cffp.edu/alumni/dinon-hughes

CFP award methodology:
https://www.cffp.edu/alumni/awards -career-award

Grab your coffee. Let's talk markets. ☕📈Join our webcast on Monday, September 14 at 12:00PM EST for a discussion on last...
09/11/2026

Grab your coffee. Let's talk markets. ☕📈

Join our webcast on Monday, September 14 at 12:00PM EST for a discussion on last quarters earning and where the markets may be headed next.

Register here: https://bit.ly/Nvest_Webcast

09/11/2026

Today, we pause to remember the lives lost on September 11, 2001. We honor the courage of the first responders and everyday heroes who showed strength in the face of tragedy. 🇺🇸

Exciting news!🎉 Nvest Financial has been named #3 in New Hampshire on Citywire RIA's "50 Growers" list, recognizing the...
09/09/2026

Exciting news!🎉 Nvest Financial has been named #3 in New Hampshire on Citywire RIA's "50 Growers" list, recognizing the fastest-growing registered investment advisors across America. 🇺🇸

Thank you to our clients and team for making this growth possible!

🎉 Meet Your Retirement Plan Relationship Manager, Phoebe Garcia!We are proud to announce the newest addition to Phoebe G...
09/01/2026

🎉 Meet Your Retirement Plan Relationship Manager, Phoebe Garcia!

We are proud to announce the newest addition to Phoebe Garcia’s title, Retirement Plan Relationship Manager. In this role, Phoebe serves as a direct contact for retirement plan participants. She assists with a wide range of financial inquiries, extending support beyond employer-sponsored retirement plans.

Her enthusiasm for this role comes from seeing the impact Nvest Financial has on clients’ lives. As a holistic firm, Nvest focuses on understanding each client as an individual, including their goals, experience, and long-term aspirations.

❓What to expect from Nvest’s Retirement Plan Relationship Manager?

From enrollment through retirement, clients receive consistent guidance and support at every stage. Our team offers one-on-one meetings and on-site visits to help review goals and create tailored strategies, along with support setting up secure online account access. 🤝

Nvest Financial is proud to formally announce the promotion of the several key leaders to partners of the firm: Justin H...
08/04/2026

Nvest Financial is proud to formally announce the promotion of the several key leaders to partners of the firm: Justin Happ, Dinon Hughes, and Daphne Lafazan. 🎉🤝

Justin Happ began his career at Nvest Financial twelve years ago as a Research Analyst. Today, he serves as Compliance Manager holding the Investment Advisor Certified Compliance Professional designation (IACCP®). In addition, Justin’s background in bond trading adds valuable experience in the firm’s investment management department.

Dinon Hughes, a former Bentley University student of Nvest’s President, George Raftopoulos, started with the firm as an intern. He now serves as a Financial Consultant and has been instrumental in strengthening client relationships while expanding the firm’s advisory capabilities for the next generation.

Daphne Lafazan has been a Financial Consultant at Nvest for nine years, bringing twenty years of experience as a trader in New York City. She has contributed significantly to operational leadership and team development and is widely recognized for creating meaningful relationships with the firm’s clients.

📖 To read the full Partner announcement, the services Nvest provides, firm disclosures and other useful information, please visit www.planwithnvest.com

Nvest Financial is a Registered Investment Advisor (RIA).

Get ready for our next monthly Nvest webcast, where George and Nichole Raftopoulos will discuss all things AI.Want to le...
07/29/2026

Get ready for our next monthly Nvest webcast, where George and Nichole Raftopoulos will discuss all things AI.

Want to leave with a better understanding of Artificial Intelligence (AI) and learn how to use it to improve your day-to-day life? Join us on Monday, August 3, at 12:00 PM EST.

Scan the QR code below to register. We look forward to seeing you there!

🔗 Learn more: www.planwithnvest.com
📞 207‑985‑8585

This past Friday, the Nvest team celebrated our summer outing at Immersive Gamebox in Peabody, MA! 🕹🎉It was the perfect ...
07/21/2026

This past Friday, the Nvest team celebrated our summer outing at Immersive Gamebox in Peabody, MA! 🕹🎉

It was the perfect mix of friendly competition, laughter, team building, and meaningful time together outside the office.💖

As we celebrate Independence Day with family and friends, our office will be closed on July 3rd and will reopen on July ...
07/02/2026

As we celebrate Independence Day with family and friends, our office will be closed on July 3rd and will reopen on July 6th.

We wish everyone a safe, fun, and happy holiday weekend!❤️🤍💙

Get ready for our next monthly Nvest Webcast, scheduled for Monday, July 6, at 12:00PM EST. This month’s webcast will in...
06/30/2026

Get ready for our next monthly Nvest Webcast, scheduled for Monday, July 6, at 12:00PM EST.

This month’s webcast will include a very special guest: Mark Singer, former president of Safe Harbor Retirement Planning.

🔗 Learn more: www.planwithnvest.com
📞 207‑985‑8585

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Portsmouth, NH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+12079858585

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