InvestiFI Wealth Management LLC

InvestiFI Wealth Management provides investment management, financial planning, retirement plan consulting, and general consulting services to individuals, high net-worth individuals, charitable organizations, corporations, and small businesses. Services include ongoing discretionary portfolio management, integrated or limited-scope financial planning, project-based consulting, and educational seminars or speaking engagements.

The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive management using low-cost index mutual funds and exchange-traded funds, with the option to implement portfolios through third-party managers and platforms such as Betterment and a Savant sub-advisor. Financial planning is offered as either an integrated ongoing subscription with monitoring or as limited project- or hourly-based engagements, and portfolios are tailored to clients’ stated objectives, risk tolerances, and client-imposed restrictions.

Noteworthy features include the principal’s professional accounting and valuation credentials (CPA/PFS, CFP®, CVA, MAcc) and an active partnership at an accounting firm, with reciprocal client referrals handled without referral fees; this cross-disciplinary relationship and the offering of pension consulting and retirement plan services to employer and institutional clients are uncommon among independent peers. The practice also regularly offers educational seminars and uses a mix of direct advisory management and TAMP/sub-advisor solutions, which together create a broader service mix than many firms of its size.