HOW? InvestEd offers one of the lowest fees in the industry - just .95% of assets under management.
WHY DO WE HAVE A LOW FEE? We want you to keep as much of your hard-earned money as possible. How do we have such a low fee? InvestEd is able to do this because we combine the cutting-edge technology of leading robo advisor, Betterment, with passive investing and a diversified portfolio of low-cost Exchange Traded Funds (ETFs). This combination allows your investments to stay in your name, with no fear or even questions about where your money is at all times. See more about Betterment here.
INVESTED's business model combines a passive ETF investment strategy with in-person and customized financial planning and investment advice. As an InvestEd client, we meet with you in our downtown Best Financial Advisor in Ashburn offices (in the heart of the Inner Harbor/ Mt. Vernon area) or we can come to your business, home or someplace close – for free!
SO, SOUNDS TOO GOOD TO BE TRUE? How can InvestEd provide all ETF investments with no trading costs, no hidden fees, a secure investment platform and fiduciary financial planning and investment advice all for a low fee? Why would InvestEd provide all of this for a less than 1% fee when other investment companies (all the big names) can charge upwards of 6%? Do the math real quick and see what a difference that 5% can make to your portfolio. If you only earn 5% a year, guess what – you lose money with the other guys.
INVESTED's mission is to help as many people as possible to start saving and investing in their futures. It's our belief that banks are getting rich by taking advantage of investors. This shouldn't be the case. The same reason you recycle without anyone asking or giving to charity, is the same reason we do this. Not to get rich, which is one of the main reasons the other investment advisors do it. The same reason they don't want to comply with "fiduciary" standards. We do this because we believe we can't afford to not help people.
INVESTED EXISTS BECAUSE IT'S THE RIGHT THING.
Rich people shouldn't be the only ones getting advice about how to save for the big events in their life like children, homes, education or retirement.
FINALLY, you have someone on your side. We are invested in your well-being, and in doing so, we also count on you to spread the word. If we do good by you, we would hope you would tell your family, friends and co-workers about us. We need to reach enough happy clients to pay our bills, and that's only possible when we get referrals from you.
INVESTED. combines financial education and fiduciary investment advising to help everyone in and around the Best Financial Advisor in Ashburn , MD, VA and DC areas. InvestEd hosts free monthly events with different topics ranging from: budgeting, investing and estate planning. If you are looking for the best investment advisor or financial planner in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search. We strive to provide the best investment advice and financial education to the Best Financial Advisor in Ashburn community, and whenever possible, for free (some extended services like tax, estate or trust planning would have a fee).
SO WE ASK YOU... Are you looking for the best financial advisor? Is finding the best investment advisor for your current situation important to you? We’re here to say that InvestEd could possibly be the right provider for you. We understand that this kind of pursuit can be a headache; trying to find financial advice that is coming from a reputable advisor that has your best interest at heart. InvestEd is here for Best Financial Advisor in Ashburn, offering financial planning and investment planning services as well as offering sound investment and financial advice. Your search brought you here, take the next step and set up a no charge, complimentary personalized financial planning session with our experienced advisor. We’ll never give you less than our best because we strive on being the best fit for you.
How We Compare As The BEST FINANCIAL ADVISOR IN ASHBURN, VIRGINIA
FIDUCIARY
INVESTED is a Registered Investment Advisory Firm in Best Financial Advisor in Ashburn that provides fiduciary advice. Fiduciary means that InvestEd is bound by law to act in the best interest of our clients. Fiduciary advisors do not sell specific products to clients and never receive commissions from the products they sell. InvestEd is committed to providing fiduciary advice to everyone we meet. InvestEd believes that providing fiduciary advice is the best way to work with a client. If you are looking for the best fiduciary advice in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search.
INVESTMENT AND FINANCIAL ADVISOR
ARE YOU LOOKING FOR THE BEST INVESTMENT AND FINANCIAL ADVISOR IN ASHBURN, VIRGINIA? InvestEd's investment advisors have over 75 years of combined experience. Our Investment Advisors are fiduciary, fee only advisors that can help you with your investments. InvestEd believes that the fiduciary standard is the best way to work with a client. If you are looking for the best fiduciary investment advisor in Best Financial Advisor in Ashburn, InvestEd is the place to start your search. InvestEd's investment advisors are trained to give you the best advice to help your retirement or life goals.
FINANCIAL PLANNER
ARE YOU LOOKING FOR THE BEST FINANCIAL PLANNER IN ASHBURN, VIRGINIA? InvestEd's financial planners have over 75 years of combined experience. Our financial planners can help you with budgeting, debt repayment and estate planning. If you are looking for the best financial planner in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search.
FINANCIAL PLANNING IS A "STEP" ABOVE INVESTMENT ADVISING. InvestEd financial planners have a vast knowledge of tax, estate and even insurance knowledge. A financial planner with help you protect your family by taking advantage of best practices in Social Security, corporate and government insurance programs and third party products. InvestEd does not sell any of these things nor take a commission for anything we recommend, so our financial planning and investment advice is purely fiduciary and in your best interest. Typically after a free one hour consultation, a full annual planning session may have a reasonable additional cost, based on the complexity of your situation. If you have concerns about how to take care of your family with insurance, investments or retirement accounts we can help you plan the best course of action to ensure your peace of mind.
ESTATE PLANNING
DO YOU NEED HELP WITH ESTATE PLANNING? Finding someone to help with estate planning can be difficult. But, InvestEd can help you with estate planning and any of your financial needs. InvestEd provides fiduciary investment advising and help with estate planning. If you are looking for the best estate planning advice, InvestEd is here to help. Estate planning, much like financial planning starts with a free consultation where we will help you align your assets and financial goals. From there, we will provide you advice on the best ways to ensure your financial estate does exactly what you want, whether that is leaving it to your heirs, a foundation or charity, all with the lowest tax possible
BUDGETING
DO YOU NEED HELP WITH BUDGETING? Finding someone to help with budgeting can be difficult. But, InvestEd can help you with budgeting and any of your financial needs. InvestEd provides fiduciary investment advising and financial planning. Budgeting is the first step to creating a successful financial plan. If you are looking for the best budgeting advice in Best Financial Advisor in Ashburn, InvestEd is here to help
NO MINIMUM INVESTING
WANT TO START INVESTING but don't think you have enough money to start? Don't worry, InvestEd offers no minimum investing. Yes, that's right no minimum to start investing. Start with even $25 a month. Why? Other banks may require $5000 or more to start. Because Invested knows that starting early for every person is the correct thing to do. That and regularly investing is the best way to have enough when you get set to make major life changes or retire. We can help get you set with not only reasonable retirement goals, but achievable ones.
WANT TO KNOW MORE? TAKE A LOOK AT THE POWER OF COMPOUNDING.
FEE ONLY ADVISOR
INVESTED IS A FIDUCIARY and fee only Registered Investment Advisory Firm. Fiduciary and fee only mean that InvestEd is bound by law to act in the best interest of our clients. Fee only advisors do not sell specific products to clients and never receive commissions from product sales. InvestEd is committed to upholding the fiduciary standard with everyone we meet. InvestEd believes that the fee only is the best way to work with a client. If you are looking for a fee only investment advisor in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search.
WEALTH MANAGEMENT
DO YOU NEED HELP with your wealth management? Are you unhappy with your current wealth manager? Finding someone to help with wealth management can be difficult. But, InvestEd can help manage your wealth and any of your financial needs. InvestEd provides fiduciary investment advising and financial planning. If you are looking for the best wealth manager in Best Financial Advisor in Ashburn, InvestEd is here to help.
LOW FEE INVESTMENT ADVISING
ARE YOU LOOKING FOR LOW FEE INVESTMENT ADVISING? InvestEd provides low fee investment advising in Best Financial Advisor in Ashburn. InvestEd's low fee is just .95% of assets under management. InvestEd aims to provide the best fiduciary investment advising at a low fee of .95%. If you are looking for the best low fee investment advising option in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search.
SO, SOUNDS TOO GOOD TO BE TRUE? How can InvestEd provide all ETF investments with no trading costs, no hidden fees, a secure investment platform and fiduciary financial planning and investment advice all for a low fee? Why would InvestEd provide all of this for a less than 1% fee when other investment companies (all the big names) can charge upwards of 6%? Do the math real quick and see what a difference that 5% can make to your portfolio. If you only earn 5% a year, guess what – you lose money with the other guys.
WEALTH MANAGER
ARE YOU LOOKING FOR THE BEST WEALTH MANAGER in Best Financial Advisor in Ashburn? InvestEd's wealth managers have over 75 years of combined experience. Our wealth managers can help you with budgeting, debt repayment and estate managing. If you are looking for the best wealth manager in Best Financial Advisor in Ashburn, InvestEd is the best place to start your search.
WEALTH MANAGING IS A "STEP" ABOVE INVESTMENT ADVISING. InvestEd wealth managers have a vast knowledge of tax, estate and even insurance knowledge. A wealth manager with help you protect your family by taking advantage of best practices in Social Security, corporate and government insurance programs and third party products. InvestEd does not sell any of these things nor take a commission for anything we recommend, so our wealth management and investment advice is purely fiduciary and in your best interest. Typically after a free one hour consultation, a full annual managing session may have a reasonable additional cost, based on the complexity of your situation. If you have concerns about how to take care of your family with insurance, investments or retirement accounts we can help you manage the best course of action to ensure your peace of mind.
ACCOUNT ROLLOVER
INTERESTED IN ROLLING OVER YOUR 401K or IRA ACCOUNT FROM YOUR OLD EMPLOYER? InvestEd can help you rollover all of your retirement accounts to one centralized location with one investment advisor, one strategic financial plan, and one low fee of less than 1%.
Your InvestEd financial advisor will meet with you annually to help keep you on track and also help you add to your retirement account and other investment accounts so that you can focus on the things that matter most to you. InvestEd considers ourselves to be the best Best Financial Advisor in Ashburn, Virginia financial advisors to help you to rollover your 401k plan or any financial investment accounts, because we are fiduciary advisors with a low fee of .95% which means that you keep more of your money.
RETIREMENT PLANNING
ARE YOU IN YOUR 20s, 30s, 40s, 50s, or even 60s? Still working full time, part time or even retired? Haven't worked with anyone to set up a retirement plan that will help you best cover your expenses, potential costs and future goals during retirement? Do you have a vision of what you want out of retirement?
Invested, Best Financial Advisor in Ashburn's premier retirement experts, can help you with your retirement planning. An InvestEd financial planner will sit with you for free to help you get started, pick up where you left off or fine-tune your retirement goals.
