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 (the marketing name of Kristen E. Coombs LLC) provides financial planning, investment management, retirement plan consulting and related advisory services to individuals, high‑net‑worth individuals, and businesses. The firm delivers ongoing portfolio management—primarily on a discretionary basis—and may recommend or allocate assets to third‑party managers and private placements as part of client solutions. The firm frames advice around goal‑based financial life plans, incorporating tax considerations into planning and portfolio construction and revisiting plans on a regular basis as client circumstances change. For implementation, InVested commonly uses sub‑advisers or third‑party managers for specialized strategies while conducting due diligence and ongoing monitoring of those managers. Noteworthy disclosures in the brochure include that the firm’s principal is separately licensed as an independent insurance agent and may conduct insurance transactions for clients, a relationship the firm identifies as a potential conflict of interest. InVested also provides tax return preparation through an employed CPA and offers optional tax‑analysis services separate from investment advisory work, and it receives non‑cash research and technology benefits from custodians and third‑party partners.
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.
You can also browse Invested Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
State College, PA
| 23
| |
Ellicott City, MD
| 23
| |
State College, PA
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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