Invst is here to help you reach financial freedom, faster by making money work for you. Our goal is to educate, guide, and counsel
so you can design the life you want to live.
We’re not your typical financial “planners.” We believe traditional thinking has limited your potential for far too long, and that your mindset is more important than money in reaching your full financial potential.
And yes, not everyone is a fit for our firm.
As a values-based organization, we promise never
to size you up by your checkbook. All we ask is that
you love yourself, love your family, want to grow,
and think abundantly.
That’s why we sit on the same side of the table as our clients. Our entire team is dedicated to working on
your behalf to help you live your best life – for you,
your family, and your future.
We even help business owners scale, maximize value,
and smoothly exit while leaving a legacy for their family.
We also advise on and/or manage alternative cash-flow investments for our clients, like real estate, businesses,
Independent Invst was born June 2016, even though
we’ve been in business since 2003. We broke free from
the shadows of the financial institutions. Our focus is to implement financial strategies that radically help our clients. We’re a true fiduciary with no contractual obligations to peddle industry products.
Too many people struggle with anxiety over money. Income, debt, career, lifestyle, taxes, and so much more put pressure on us. Many of us have lived through this ourselves and know the pain it causes. We never want our clients to experience that pain.
Reaching financial freedom is about building a personal economy, with impenetrable moats, that are unique to your life, your goals, your family, and your future.
Specializing in full-service wealth building (not just management),
we help protect your life’s work, grow your wealth, and sustain your legacy.
Every day, we roll up our sleeves and go to work for you. The advice and solutions we render to our clients are not only at the highest degree of professional standards but are also the same that we render to ourselves and our families.
As an independent Registered Investment Advisory (RIA) firm, Invst has clients in over 40 states with offices in Indiana, Florida, New Jersey, and NYC.
We’re Your Personal CFO To Help You Reach Financial Freedom, Faster.