Invest Inc.

James Thompson is a financial advisor with Invest Inc. in Lexington, KY, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Cooper Management Service, Inc. Outside of his advisory work, he serves as president of Thompson Investment Management LLC, where he handles bookkeeping and payroll functions. Invest Inc. provides investment supervisory services, portfolio management, and financial planning to a national clientele, managing approximately $164.6 million in discretionary assets. The firm employs a strategic asset allocation approach utilizing actively managed mutual funds, equities, ETFs, and fixed income, and offers additional services including tax preparation through its operational affiliation with an accounting firm.

George Pierce is a financial advisor with Invest Inc. in Lexington, KY, holding a Series 63 designation and 35 years of industry experience. He previously led Pierce Financial Planning Inc. for 25 years. Outside of advisory work, Pierce operates a seasonal tax-preparation business focusing on individual and business returns. Invest Inc. provides investment supervisory services, portfolio management, and financial planning to a national client base, managing approximately $164.6 million in discretionary assets. The firm uses a strategic asset allocation approach with actively managed mutual funds, equities, ETFs, and fixed income, and is notable for its operational affiliation with an accounting firm and multiple advisors with accounting backgrounds.

Ralph Scearce is a CFP® with over 21 years of industry experience and is based in Lexington, KY. He is affiliated with Invest Inc., a five-advisor team, and previously operated Scearce Services, Inc. (dba Cambridge Financial) for 35 years. Outside of financial advising, he serves as president of Scearce Financial Services, Inc., a consulting and landscaping business. Invest Inc. offers investment supervisory services, portfolio management, and financial planning to individual and corporate clients nationwide, managing approximately $164.6 million in discretionary assets. The firm focuses on strategic asset allocation using actively managed mutual funds, equities, ETFs, and fixed income, and maintains an operational affiliation with an accounting firm to provide tax-preparation services.

James Smith is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Pierce Financial Planning Inc. since 1997 and is based in Lexington, KY. Outside of his advisory role, Smith is a morning staff person at a local fitness center. Invest Inc. provides investment supervisory services, portfolio management, and financial planning to individual and corporate clients nationwide, managing approximately $164.6 million in discretionary assets. The firm focuses on strategic asset allocation using a mix of actively managed funds, equities, ETFs, and fixed income, and is known for its operational affiliation with an accounting firm and its team of advisors with accounting backgrounds.

John Thompson is a financial advisor with Invest Inc. in Lexington, KY, holding a Series 63 designation and 30 years of industry experience. He has been with Invest Inc. since 1996. Outside of his advisory role, he serves as president of two accounting-related businesses focusing on tax and bookkeeping services. Invest Inc. offers investment supervisory services, portfolio management, and financial planning to individual and corporate clients nationwide. The firm manages approximately $164.6 million in discretionary assets and integrates strategic asset allocation with active management across multiple asset classes, while also providing tax-preparation services through affiliated entities.