Nichole D. Raftopoulos of Nvest Financial, LLC Honored in
Forbes Best-In- State Wealth Advisors; Forbes Top Women Wealth Advisors
Portsmouth, NH – Nvest Financial, LLC, a provider of financial services with offices located in Portsmouth, NH, Kennebunk, ME and Portland, ME and Danvers, MA, is proud to announce that its CEO, Nichole D. Raftopoulos, has been named to Forbes’ Top Women Wealth Advisors and Forbes’ Best in State Wealth Advisors for 2025. Both lists are published on the following websites:
Forbes Best-In-State Wealth Advisors 2025: https://bit.ly/ForbesBestInState25
Forbes Top Women Wealth Advisors Best-In-State 2025: https://bit.ly/TopWomen25
In 1995, Nichole began her career in the financial services industry before establishing Nvest in 2003. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® and Master Planner in Advanced StudiesSM Designee, Nichole and the entire Nvest team work closely with clients on all aspects of their personal financial life, taking a holistic financial planning approach. Nvest’s success is built on a family office model where everyone of the firm is actively involved in some aspect with every client.
“This honor is not only about me” states Nichole, “but rather it takes a team of professionals who are committed each and every day in working so diligently with all of our clients. We are fortunate to have wonderful people as part of the Nvest team.”
The Forbes ranking of Best-In-State Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms).
2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/
2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47
About Nvest Financial, LLC
Nvest Financial has been providing individuals and organizations with financial guidance since 2003. Located at Two International Drive, Suite 110, Portsmouth, NH, 207-985-8585, the firm prides itself on crafting unique and personal financial and investment strategies for each client. For more information, visit www.planwithnvest.com
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Nvest Financial, LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth. ♦
