InvestEd has over 75 years of collective financial investment and advisor experience, with roots in sound money management for high-net worth clients.
InvestEd provides free financial education in the form of in-person seminars and online webinars. Topics range from budgeting to investing with every financial topic in between. Check out our website or social media pages for a list of upcoming events.
Our most south after service is our free 1:1 financial planning meetings. We offer complimentary 1 hour financial services to anyone interested and we can discuss any financial topic you would like. These free financial planning meetings can take place in-person or on the phone and we discuss financial goals, budgeting, savings and investing.
InvestEd also provides fee-only investment advising for clients who are interested in investing their money for long-term financial goals. We offer IRAs (Roth and traditional), 401k rollover assistance and general investing. Please schedule a meeting to discuss investment options.
We’re Maryland Registered Investment Advisors who come from all over the world, and are dedicated to changing the face of financial advising. We believe in the fiduciary standard of putting client’s interests first and avoiding potential conflicts-of-interest. In addition, InvestEd relies on old-school wisdom combined with new-school technology, and the free flow of financial information, to help all people reach their long-term goals.
- Forming a Business
Financial Resources and Assistance
- Budget, Financial Statement and Cash Flow Training
- Budget, Financial Statements and Cash Flow Training
Buying or Selling a Business
- Buying or Selling a Franchise
- Purchasing an Existing Business