Business Details
14 Years
experience
Trusted Fiduciary Financial Advisors in Baltimore
InvestEd is a fiduciary financial advisory firm dedicated to empowering clients through personalized financial planning and education. With over 95 years of collective experience, our team prioritizes clients' interests by offering transparent, fee-only services without minimum investment requirements. We specialize in long-term investment strategies using low-cost ETFs, budget analysis, debt management, and retirement planning.Our commitment to financial literacy drives free community seminars and customized corporate training programs. As Registered Investment Advisors, we operate under strict ethical standards, charging a flat 0.95% annual fee on assets under management. Our Baltimore-based team provides quarterly portfolio reviews and on-demand advisory support, ensuring clients maintain financial clarity through all life stages.
Services
Financial Planning
Investment Advising
Retirement Planning
Financial Education
401k Solutions
Details
- Year established: 2012
Highlights and features
- We operate as fiduciaries legally bound to act in your best interest
- No minimum investment requirements for accessible financial services
- Transparent 0.95% annual fee structure with no hidden costs
- Comprehensive financial education through free community seminars and webinars
- Personalized investment strategies using low-cost exchange-traded funds
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Financial Planning
Our financial planning service creates personalized roadmaps for achieving financial goals through comprehensive budget reviews and strategic planning. We help clients understand cash flow, manage debt, and establish investment strategies tailored to their unique circumstances. With no minimum investment requirements, our fiduciary advisors develop actionable plans that evolve with clients' changing life situations.
Investment Advising
We provide professional investment management using low-cost exchange-traded funds and long-term growth strategies. Our advisors construct diversified portfolios aligned with clients' risk tolerance and financial objectives while maintaining a transparent 0.95% annual fee structure. Quarterly reviews ensure portfolios remain on track to meet long-term financial goals.
Financial Education
InvestEd offers free financial literacy programs covering budgeting, investing, and retirement planning. Our educational seminars and digital webinars empower individuals and businesses with essential financial knowledge. Corporate clients receive customized training sessions and personalized financial planning for employees.
Retirement Planning
We specialize in creating customized retirement strategies including individual retirement accounts and business 401k plans. Our advisors help clients optimize retirement savings through tax-efficient strategies and investment selection while providing ongoing portfolio management and adjustments.
Free Consultations
New clients receive complimentary financial planning meetings to explore their financial situation and goals. These sessions provide personalized recommendations and establish foundational financial strategies without any commitment or minimum investment requirements.
People
Tai Young Lee
Founder and CEO
With extensive experience in financial services, Tai Young Lee leads InvestEd's mission to democratize financial advice. He oversees strategic direction and maintains the firm's fiduciary commitment to client-first service.
Michael Lee
Chief Operating Officer
Michael Lee manages day-to-day operations while ensuring InvestEd maintains its high standards of client service and financial education initiatives across Maryland and surrounding regions.
Genti Cici
Lead Investment Coach
As a CAIA charterholder, Genti Cici provides expert investment guidance and financial coaching. He specializes in helping clients navigate complex investment decisions with clear, actionable advice.
Endrit Lloshi
Financial Advisor
Endrit Lloshi offers personalized financial planning services, focusing on budget analysis and long-term investment strategies that align with clients' life goals and financial circumstances.
Questions
What services does InvestEd offer?
We provide financial planning, investment advising, retirement planning, and financial education services. Our fiduciary advisors create personalized strategies using low-cost ETFs with no minimum investment requirements.
Are you legally required to act in my best interest?
Yes, as Registered Investment Advisors, we operate under fiduciary standards legally requiring us to prioritize client interests above all else in every financial recommendation.
What fees do you charge?
Our investment advisory fee is 0.95% annually of assets under management with no hidden costs. We offer free introductory consultations and financial education resources.
Do you work with businesses?
Yes, we provide corporate financial education programs, employee financial planning sessions, and customized 401k solutions for businesses in Maryland, DC, and Virginia.
How often do you review investment portfolios?
We conduct quarterly portfolio reviews and provide on-demand advisory support. Clients receive regular updates on their investment performance and strategy adjustments.
