Shute Coombs Financial Advisors

At InVested Advisors, we are dedicated to empowering individuals, families, and small businesses to achieve their financial goals through comprehensive planning and investment advisory services. Our team of experienced professionals is committed to building long-term relationships with our clients, working closely with them to understand their unique needs and aspirations.

Our Unique Edge

We take pride in our unique approach to financial planning, focusing on building strong relationships with a select group of clients. Our team of experts contributes a diverse range of perspectives and experiences, empowering our clients to feel invested in their financial futures. We are committed to honesty, integrity, and respect in everything we do, and we believe that values matter.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Investment Planning: Goal-based investment planning with diversification, research, risk assessment, and a long-term perspective.
• Retirement Planning: Start early, save consistently, diversify investments, and review regularly to achieve a secure retirement.
• Tax Planning: Maximize your tax benefits and optimize your financial outcomes through strategic tax planning.
• Lifestyle Planning: Go beyond traditional financial planning by considering the broader context of your lifestyle choices, values, and aspirations.
• Legacy Planning: Secure your legacy and empower future generations with strategic asset management, estate planning, charitable giving, and wealth transfer techniques.
• Small Business Planning: Drive small business growth with comprehensive planning, goal-oriented approaches, and efficient operational frameworks.

Meet Our Team

Our team of talented professionals is dedicated to providing exceptional service to our clients. Meet our Founder and Senior Financial Advisor, Kristen E. Coombs, CFP, who has over 25 years of experience in financial planning and investment advisory services. Our team also includes Financial Advisor B. Scott Hefkin, CFP, and Operations Manager Emily C. Jung, FPQP, who bring their unique expertise and passion to helping our clients achieve their financial goals.