InvestEd

Business Details

Trusted Fiduciary Financial Advisers in Columbia, MD

At InvestEd, we are committed to democratizing access to high-quality financial services. Established with the mission of providing accessible, fee-only financial advice, we serve individuals and businesses nationwide as a fiduciary advisory firm registered in Maryland. Our team of certified professionals specializes in crafting personalized investment strategies and comprehensive financial plans tailored to unique client needs. Through low-cost ETF portfolios, free educational resources, and transparent pricing, we empower clients at all financial stagesfrom beginners to experienced investorsto make informed decisions. We operate under strict fiduciary standards, ensuring every recommendation prioritizes clients' interests above all else.

Our innovative partnership with Betterment combines advanced robo-advisory technology with human expertise to deliver seamless, scalable financial solutions. By eliminating traditional barriers like minimum investment requirements, we enable anyone to start their journey toward financial independence. Our approach emphasizes long-term wealth growth through evidence-based investing, while our educational initiatives aim to build financial literacy across communities. With flexible advisory options and a commitment to transparency, we strive to redefine what it means to receive ethical, accessible financial guidance.

Services

Financial Planning Investment Advising Financial Education 401k Consultation Free Webinars ETF Portfolio Management Free Financial Counseling Wealth Strategy Robo-Advisory Integration Financial Literacy Programs

Highlights and features

We operate as fiduciaries, legally bound to act in your best financial interest.
Our transparent 0.95% annual fee is one of the lowest for personalized advice.
No minimum investment requirements allow immediate access to professional guidance.
We combine advanced robo-advisory technology with experienced human advisors.
Free financial education programs enhance clients' long-term decision-making capabilities.

Associations and certifications

Registered Investment Adviser

What people say

Transparent fees No minimum requirements Free educational resources Fiduciary commitment Accessible advisors

Website

Update Listing

Services

Financial Planning

We create customized financial roadmaps to help clients achieve specific goals. Our certified advisors analyze current financial status, develop actionable strategies, and provide ongoing guidance. This service benefits individuals at any wealth level seeking structured approaches to saving, investing, and long-term financial security.

Investment Advising

Our fiduciary advisors construct diversified ETF portfolios tailored to individual risk tolerance and objectives. We implement evidence-based strategies while maintaining strict fee transparency. This service serves investors seeking professional management of their assets through low-cost, tax-efficient investment vehicles.

Financial Education

We offer comprehensive educational programs covering budgeting, investing, and financial decision-making. These resources empower clients to make informed choices through workshops, webinars, and personalized guidance. Our community initiatives extend these benefits to organizations and businesses seeking financial literacy training.

401k Consultation

We help businesses implement and manage employee retirement plans. Our services include investment selection, compliance support, and employee education. This solution benefits companies seeking to offer quality retirement benefits while meeting fiduciary obligations and regulatory requirements.

Free Webinars

Our educational webinars cover essential financial topics for individual and business audiences. These sessions provide accessible learning opportunities about investment strategies, retirement planning, and personal finance management. Participants gain practical knowledge to improve their financial decision-making capabilities.

People

Genti Cici

Lead Investment Coach

Genti Cici, CAIA, leads investment coaching at InvestEd, combining advanced financial expertise with practical guidance. He specializes in helping clients navigate complex investment decisions while maintaining fiduciary standards. His approach focuses on long-term wealth growth through evidence-based strategies.

Endrit Lloshi

Financial Advisor

Endrit Lloshi provides personalized financial advice to InvestEd clients, emphasizing transparency and client education. As a certified financial advisor, he helps individuals and businesses develop comprehensive financial strategies. His practice focuses on making professional investment guidance accessible to all clients.

Questions

What financial services does InvestEd offer?

We provide fiduciary investment advising, personalized financial planning, free financial education, 401k consultation, and online webinars to help clients achieve financial goals.

Are there minimum investment requirements?

No, InvestEd has no minimum investment requirements, making professional financial advice accessible to everyone regardless of account size.

What fees does InvestEd charge?

We charge a transparent 0.95% annual fee on assets under management with no additional fees for financial planning or advisory services.

Is InvestEd a fiduciary advisor?

Yes, we operate under strict fiduciary standards, legally required to act in clients' best interests at all times, unlike brokers following suitability standards.

How can I access InvestEd's services?

Clients can schedule free 20-minute consultations or 1-hour financial planning sessions via phone, Zoom, or Skype with no obligation to commit.

Does InvestEd offer educational resources?

We provide free financial education through webinars, workshops, and personalized guidance covering budgeting, investing, and financial decision-making.

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Reviews (6)

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Connor Silvestri

Jul 04, 2021 Report

InvestEd has an extremely experienced group that provides a world class advisory service. They provide more personalized and detailed oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms. InvestEd provides each client with the best guidance for their situation and an advisor to help educate them along the way. I highly recommend anyone looking to begin individual or familial wealth to take the time to call InvestEd.

Christopher Tenny

Jun 15, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
My wife and I interviewed several Baltimore area advisors before choosing InvestEd. We have been really happy with the financial planning services. Just started investing with them. Overall, good firm with caring advisors. Would recommend for couples.

Michael Lee

Mar 23, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Professional investment advice with easy to understand and use information for getting my 401k rollover and retirement plans organized. They listen, take time and give good advice for financial planning with investment advising.

Rebecca Johnson

Aug 25, 2019 Report

InvestEd has been fantastic to work with over the past couple of years. Their staff of financial advisers is intelligent, yet down to earth, making them an excellent resource for anyone who is a newbie to finances and looking for somewhere to start. I highly recommend.

Nate H.

Dec 31, 2017 Report

I have had two different advisors at InvestEd, both of which have been incredibly knowledgeable and experienced professionals who have helped me to build a considerable retirement account and buy a house in less than a year of working with them.

Michael Stone

Aug 31, 2017 Report

I cannot say enough positive things about InvestEd or Pat! My wife and i have visited twice in the last year to discuss financial planning and setting goals and Pat has been so helpful giving us clarity and wisdom in our finances. In addition to the one on one advising, we attended a free seminar on finances and major life events. It was so informative! InvestEd offers a service everyone should be utilizing!