InvestEd Consulting offers investors independent
and sophisticated investment strategies.
We’re transparent and on your side.
Whether you are looking to start an investment plan, protect your family’s assets, plan for your retirement, or pass on a legacy, InvestEd Consulting can help simplify the investment landscape while providing the resources you’ll need to put your plan for the future into action.
LPL Financial and InvestEd Consulting's strategic alliance has helped strengthen and elevate the services we provide to help guide our clients toward their financial goals.
As the nation’s largest independent broker/dealer, an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions, LPL Financial backs InvestEd Consulting with an enormous catalog of services and resources, such as:
• Objective market research
• Compliance oversight
• Innovative technology
• Ongoing practice consulting and training
LPL offers no proprietary investment products and engages in no investment banking activities, which means:
LPL's research and market insights are always objective.
InvestEd Consulting is free to recommend any investments that will help our cleints meet their financial goals.
LPL's research team regularly reviews investment products, ensuring products advisors recommendations meet rigorous standards of due diligence.