Investus Financial

Investus Financial Planning, Inc. is a fee-only registered investment adviser that serves individual clients — including trusts, estates and retirement accounts — with financial planning, consulting and asset management, and it may provide general non‑securities advice on tax, estate, real estate, mortgage and business matters. The firm offers both limited consulting engagements and comprehensive plans and routinely coordinates with clients’ attorneys, accountants and insurance agents.

The adviser integrates a financial plan with investment management, typically presenting the initial plan at the first meeting and reviewing it at least annually, and manages client portfolios on a discretionary basis using a long‑term value approach that relies primarily on mutual funds and ETFs. Accounts are reviewed at least quarterly, written reports are provided at least annually, and the adviser implements and updates plans directly with clients.

Distinctive features for a solo adviser include managing roughly $72.6 million in client assets across about 70 relationships, a concentration that results in materially higher assets per client than many peers and can shape service delivery. The firm does not engage in trade aggregation, does not accept custody or vote client proxies, and offers ancillary services such as mortgage review and small business/career coaching that are less common among independent single‑advisor firms.