State College, PA Office
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Invested Advisors
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Firm-wide stats for Invested Advisors
About
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.
Based on Invested Advisors
Expertise
Based on Invested Advisors
Location
366 Walker Drive, Suite 370
State College PA 16801
Advisors at this office
2
Advisors at this office
Kristen C
CFP®, Series 66
State College, PA
Invested Advisors
Kristen Coombs is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Invested Advisors. She previously worked at H. Beck, Inc. for seven years before founding Kristen Coombs Financial Advisors. Outside of her advisory role, she oversees an investment trust account as a trustee and is involved in insurance sales, including non-variable insurance and fixed annuities. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm emphasizes goal-driven portfolio construction tailored to each client’s objectives and time horizon, often utilizing independent third-party managers and specialist strategies.
Blair H
CFP®, Series 65
State College, PA
Invested Advisors
Blair Hefkin is a CFP® and holds a Series 65 license with five years of industry experience. Blair is affiliated with Invested Advisors and has previously worked at Kristen Coombs Financial Advisors, H. Beck, Inc., and Home Advisor. Invested Advisors provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on goal-based financial life plans, incorporating tax considerations and utilizing sub-advisers or third-party managers for specialized strategies.
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