Benefits of Professional Financial Advice

In the contemporary financial landscape, intricacies and complexities have reached unprecedented levels, often leaving individuals and businesses dealing with challenges that may seem difficult to approach. However, there is a silver lining. Thanks to our team’s decades of experience, our advisors possess an intimate familiarity with these intricacies, and they approach navigating them with a sense of not just duty but enjoyment. In fact, they find fulfillment in successfully surmounting obstacles and flourishing amidst adversity.

Because we have a fiduciary duty to our advisory clients, we are legally bound to act in your best interest in an advisory capacity. We have no proprietary products and are independent of the investment managers, custodians, and insurance providers that we may recommend to you. Our fee-only compensation structure as Independent Advisor Representatives enables us to work entirely for your best interests. Additionally, we are proud to be members of LPL Financial and the Independent Advisor Alliance, two distinguished organizations consisting of highly trained financial professionals. The best interest standard is applied to our brokerage clients.

The difference between Private Wealth Management and financial advisory is critical. On a broad level, Wealth Managers, also known as Wealth Management Professionals or Wealth Advisors, are financial advisors who can help you manage your wealth on a fully integrated basis.

At InVestra Financial Services we provide services such as:

  • Asset Management
  • Business Exiting Planning
  • Divorce Financial Planning
  • Education Planning
  • Estate Planning
  • Financial Planning
  • Goals-Based Saving
  • Insurance and Risk Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Trust Services

Find a comprehensive list of our services here.

Important Disclosure: All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Watch our short video to explore why advisory could be the right decision for you.

We Are Client-Centric

The world of finance can be complicated. That’s why we utilize a client-centric approach to wealth management. We focus on you and the unique set of financial circumstances that you and your family face. Getting to know you on a deep level and understanding your personal needs allows us to create a customized wealth strategy aligned with your short and long-term objectives.

By building such a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.

We Enjoy Working With Those Who Are…

  • Goal-oriented
  • Open-minded
  • Serious about working towards personal financial success
  • Seeking to align their financial choices with their deepest personal values
  • Desiring a structured process
  • Inclined to value honesty and truth
  • Legacy-oriented and seeking to build generational wealth

Who Should You Trust to Help Manage Your Financial Future?

When interviewing a Wealth Manager to help you and your family pursue their financial goals, consider this:

InVestra Financial Services employs veterans in the financial industry who have spent years building their skills, obtaining their registrations and accreditations, and developing their knowledge of the markets to bring our clients what we feel is the most comprehensive experience.