Business Details
Your Partner in Financial Freedom
At InvestEd Advisory, we are committed to providing fiduciary financial services that prioritize our clients' best interests. Our mission is to democratize access to high-quality financial advice by eliminating minimum investment requirements and maintaining transparent, low fees. We specialize in personalized financial planning and investment advisory services, empowering clients to achieve their financial goals through tailored strategies. Our team of certified professionals delivers free educational resources and actionable guidance, ensuring clients feel confident in their financial decisions. With a focus on accessibility, we offer flexible meeting options via phone, Zoom, or Skype, and provide both brief introductory sessions and comprehensive planning discussions. Our fee structure of 0.95% annual assets under management ranks among the lowest in the industry for custom financial advice.We serve individuals at all stages of their financial journey, from beginners seeking foundational knowledge to experienced investors optimizing their portfolios. Our corporate partnerships extend financial literacy to businesses and organizations through customized webinars and 401k investment solutions. By combining expert advice with community education initiatives, we strive to create lasting financial opportunity for all.
Services
Financial Planning
Investment Advising
Financial Education
401k Solutions
Corporate Webinars
Highlights and features
- We operate as fiduciaries, legally bound to act in your best interest
- No minimum investment requirements for any of our advisory services
- Provide free financial education resources to all clients and communities
- Maintain one of the industry's lowest custom advisory fees at 0.95% annually
- Offer flexible meeting formats including phone, Zoom, and in-person options
Services
Financial Planning
We create customized financial roadmaps tailored to your specific goals. Our certified advisors analyze your current financial situation, develop actionable strategies, and provide ongoing guidance to help you achieve long-term financial success. This service includes comprehensive budget analysis, asset/liability review, and personalized action plans.
Investment Advising
Our low-cost ETF-based investment strategies are designed to maximize returns while minimizing risk. We offer fiduciary-managed portfolios with no minimum investment requirements and transparent 0.95% annual fees. Our approach focuses on long-term growth through diversified, tax-efficient investment vehicles tailored to individual risk tolerance and financial objectives.
Financial Education
We provide free educational resources covering budgeting, investing, and personal finance fundamentals. Our community programs include corporate financial literacy seminars, online learning materials, and personalized guidance during client meetings. This service empowers individuals and organizations to make informed financial decisions through practical, accessible knowledge.
401k Solutions
We offer customized retirement plan options for businesses seeking to enhance employee benefits. Our services include plan design, investment selection, and employee education programs. We help companies implement cost-effective 401k solutions that support workforce financial wellness while meeting regulatory requirements and fiduciary standards.
Corporate Webinars
We deliver tailored financial education programs for businesses and organizations. Our interactive webinars cover topics from basic budgeting to advanced investment strategies, delivered by experienced financial professionals. These sessions help employers enhance financial literacy among employees while promoting overall workplace financial wellness through practical, actionable content.
Questions
What financial services do you offer?
We provide fiduciary financial planning, investment advisory services, free financial education resources, corporate financial literacy programs, and customized 401k solutions.
How much does your financial advice cost?
Our investment advisory services have a transparent 0.95% annual fee on assets under management with no minimum investment requirements.
Can I get financial help with no initial investment?
Yes, we require no minimum investment to start our advisory services, making professional financial guidance accessible to everyone.
How do I schedule a consultation?
You can book a free 20-minute introductory call or schedule a full financial planning session through our website or by calling (410) 469-9532.
Do you work with businesses as well as individuals?
Yes, we partner with companies to provide employee financial education programs, corporate webinars, and customized 401k investment options.
What makes InvestEd Advisory different from other advisors?
We combine fiduciary responsibility with no minimums, low fees, and free financial education, focusing on making quality financial advice accessible to all.
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