Employees with retirement plans and ﬁnancial pathways are happy employees. Happy employees will help your small business grow. Help your employees manage their money with no or minimal expense to your business with three new offerings from InvestEd, leaders in providing robust financial investment offerings at low cost for the MD, DC and VA area. We are fiduciary advisors for every single one of our clients, including you.
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- Educational financial seminars on a topic specific to your employees' interests.
- Your office or ours? Our office location in Downtown Baltimore has a seminar room that holds up to 25 people.
- Make it fun and personalized. We customize exciting events that are more than just ﬁnancial education.
- Our Certified Financial Planner (CFP) will sit with each of your employee’s for one hour to review their personal ﬁnances and answer any questions they have.
- We can help with budgeting, investment goals, debt management, and estate planning.
- First hour is free for each employee.
- InvestEd helps you create a customized 401k alternative to get all of your employees engaged and saving.
- Our annual fee is just .95% with NO hidden fees or trading costs. InvestEd is your FIDUCIARY agent.