A complete list of active advisors currently associated with Invested Advisors
Warmer can help you find a great advisor at Invested Advisors or one who fits your needs even better.
InVested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm manages client portfolios on a discretionary basis, offers goal-based financial planning, and provides ancillary services such as tax return preparation. The firm emphasizes individualized, goal-driven portfolio construction tailored to each client’s objectives, time horizon, and risk tolerance, with plans revisited periodically. InVested commonly allocates assets to independent third‑party managers and sub‑advisers and may recommend private placements or other specialist strategies when appropriate, while retaining authority to hire, fire, or reallocate among managers. Compared with many peers, InVested discloses that its principal is separately licensed as an insurance agent and may transact insurance business for clients and receive commissions, a potential conflict the firm addresses through disclosure and its code of ethics. The firm also employs a CPA to prepare client tax returns and offers tax‑analysis services alongside investment advice, and it manages roughly $268 million in client assets with a small advisory team.
To learn more about the advisors currently working at Invested Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
State College, PA
| 22
| |
Ellicott City, MD
| 23
| |
State College, PA
| 5
|
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