Exit Planning Strategies for Business Owners
This report outlines strategic exit planning and liquidity strategies for business owners of closely held companies with over $5 million in revenue and $1 million in EBITDA. The focus is…
InVestra’s Edge in Columbia’s Wealth Management Market
In the Columbia, South Carolina wealth management market, InVestra stands out by specializing in executive compensation, risk management, and liquidity strategies—areas where local firms often fall short. While regional advisory…
InVestra Wins 2026 Best of South Carolina Regional Award
InVestra has been recognized as a 2026 Best of South Carolina Regional Winner in the Financial Advisors category by Guide to South Carolina. This accolade celebrates standout businesses in the…
InVestra Financial’s Digital AUM Growth Strategy
InVestra Financial is leveraging technology within the LPL Financial ecosystem to become a high-growth leader, particularly through its Guided Wealth Portfolios (GWP). The firm's digital storefront, GuidedWealth.com, significantly contributes to…
Guided Wealth Portfolios: A Strategic Analysis for Investors
Guided Wealth Portfolios (GWP) is LPL Financial's hybrid robo-advisor platform powered by BlackRock’s FutureAdvisor. Launched in 2017, it quickly became a pivotal tool for LPL, showing rapid adoption by advisors…