InVestra Financial, a woman-owned wealth management firm, operates as a boutique practice under the larger Visionary Square platform. Based in Jacksonville, Florida, and Columbia, South Carolina, the firm specializes in personalized financial planning, with a focus on women’s wealth, business exit strategies, and divorce financial planning. As of 2026, Visionary Square, formerly known as Independent Advisor Alliance, reports $22.4 billion in assets under supervision and spans 29 states with 257 advisors.
InVestra’s competitive advantage lies in its combination of boutique service with institutional resources, appealing to high-net-worth individuals seeking both personalized and sophisticated financial guidance. The firm maintains a strong focus on holistic wealth management, offering comprehensive planning, asset management, retirement, and estate planning as core services. Its differentiating niches include business owner advisory and dedicated services for women’s wealth and divorce financial planning.
The firm’s growth and strategic positioning are supported by its affiliation with LPL Financial and its access to Visionary Square’s robust infrastructure. This duality provides a compelling value proposition by combining intimacy with institutional depth, making InVestra well-suited for affluent clients seeking relationship-driven wealth management solutions.