InvestEd Consulting is an independent,
full service, investment advisory firm.

We work with clients throughout the country to provide personalized and comprehensive planning strategies. By consistently leveraging innovative technology and focusing on client service, we strive to provide a superior client experience.


​GUIDED WEALTH PORTFOLIOS

Digital Investing Solutions


​SERVICES

Planning And Investment Solutions


DATA ​PRIVACY PROTEcTION

Ten Rules For Data Protection

OUR PROMISE

Clients come first in
everything we do
Each client relationship represents a specific set of needs, expectations and strategy.
​Whatever the stage, our mission is to help clients be better prepared to pursue their financial goals.
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OUR PEOPLE

Meet Our Team Of Experts
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CLIENT TOOLS

Monitor your financial accounts
​in one place.
A consolidated view of everything you own,
​updated daily ...even on the go.
We Believe That Financial Education Is
Such A Critical Differentiator
In How We Work With Our Clients,
​We Put It In Our Company Name.
Ready To Start The Conversation?
​Integrated Financial Partners Identified as a 2019 Best Place to Work
​for Financial Advisers, by InvestmentNews
EAST COAST OFFICE
PO Box 21709
​Charleston, SC 29413
(Tel) 843.352.9300
​WEST COAST OFFICE
​4225 Executive Square Suite 600
​La Jolla, CA 92037
(Tel) ​858.242.5674
Securities offered through LPL Financial, Member FINRA / SIPC. 
Investment advice offered through InvestEd Consulting, Inc., a registered investment advisor and separate entity from LPL Financial. 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  
​AZ, CA, CO, FL, GA, HI, ID, IL, MD, MI, MN, NC, NV, NY, OH, OR, PA, SC, TX, VA, VI, VT, WA, WI, WY. ​
© 2018 InvestEd Consulting, Inc. All rights reserved
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