Real people helping you

reach your financial goals.

What we do

Financial
Education

Financial
Planning

Investment
advising

What to expect
in your complimentary
financial planning meeting

WHAT MAKES US DIFFERENT?
Fiduciary
No minimum
0.95% Fee
Financial Education

A fiduciary holds a legal and ethical relationship of trust with one or more other parties. As fiduciary financial advisors, we are bound by law to always act in the best interest of our clients and help you improve you financial well-being. We have no ties, incentives, or commissions attached to big banks or Wall Street.

Your typical Registered Investment Advisor requires a hefty investment deposit to work with them. At InvestEd, we believe in leveling the playing field, and as such, require no minimum investment to get started. No minimum investing requirement means there's nothing holding you back from investing in your future.

We are fee-only investment advisors with a .95% assets under management annual fee. We only make money when you invest with us. Once your InvestEd for Betterment account is active and funded, no action is required on your end-your fees will automatically be deducted every year. There are no hidden fees or extra costs. Transparency is important to us so what you see is what you get.

Financial education is the cornerstone of a financially successful future. Unfortunately, few receive financial literacy classes in school and most are left to figure it out on our own. InvestEd believes that financial education creates financial opportunity. We educate our clients, our community and any business, organization or group of people interested on topics ranging from budgeting to investing. Attend one of our events or request a free financial literacy seminar here.

WHO WE'VE WORKED WITH

See what can we do for your business or organization

Join us at one of our free events or webinars.

GET IN TOUCH