Where relationships really matter.

We go the distance with you.

At our core, we are about service. We understand that financial planning can feel daunting. Whether that's trying to understand a complicated employee stock option plan, trying to best maximize your pension, or navigate an estate plan after a sudden loss, we are there every step of the way to help take the stress out of your financial life.

We go beyond the annual review and monthly statements, and help you make the calls, review the documents, and double check all the details. We take pride in our knowledge in investment strategies to help you meet your financial goals, but ultimately we are most proud of our ability to provide genuine help and support. Our benchmarks go beyond the numbers and are measured in the sighs of relief, relaxed smiles and thank you hugs.

We're independent.

In the world of financial planning, being independent means an advisor isn’t connected to a single company, like a large brokerage firm. When advisors are affiliated with a large firm, they are typically obligated to sell that firm’s products. Even if they don’t necessarily have a product that meets the client’s specific needs.

Independence, on the other hand, means the advisor can shop around to find the right product for the client. And that’s what we do at Investa. Because we’re independent, our only interest is in doing what’s best for you. We’re not trying to sell products or generate additional fees for a larger company.

We can do this because we have a relationship with you. A real, lifelong relationship that enables us to understand your wants, needs, hopes, dreams and goals. And we are equipped to help you reach them.