A complete list of active advisors currently associated with Invista Advisors

Warmer can help you find a great advisor at Invista Advisors or one who fits your needs even better.

Invista Advisors (McDonald Financial Services, LLC) provides investment management, financial planning and retirement-plan consulting to individuals, high-net-worth clients, trusts and pension plans. The firm delivers fee-based portfolio management through custodial accounts at LPL Financial and also offers financial planning and hourly consulting engagements. Portfolios are tailored to client goals, risk tolerance and time horizon, with regular reviews and rebalancing at least quarterly; the firm uses fundamental, technical, cyclical and charting analysis and offers LPL platform programs such as Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Manager Access Select. Clients may grant discretionary authority, but Invista documents and implements both discretionary and non-discretionary arrangements depending on client preference. Noteworthy in the brochure is that Invista reports a substantial non-discretionary footprint—approximately $162.98 million of $443.55 million in total AUM—alongside $280.56 million managed on a discretionary basis, which is a larger non-discretionary allocation than is typical for firms in this category. The eight-advisor team serves about 640 clients and operates as a dually registered practice, with representatives who may also execute commissionable securities and insurance sales through LPL Financial and other third-party relationships disclosed in its Form ADV.

To learn more about the advisors currently working at Invista 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.