InVested Consultants LLC - We Help Independent Financial Advisors

With a combined experience of over sixty years in both retail and institutional investment products and solutions, we, at InVested Consultants LLC, have learned that advisory practices need to stick to a long-term value approach for both their business and financial advice; and that true value revolves around the relationship with the client, not the ‘next best thing’ on Wall Street.

Our goal is to assist advisors, and advisory firms, who are looking for ways to operate more efficiently, deal with the ever-more-daunting regulatory obligations, differentiate yourselves from your competition, and plan for your current growth and/or future retirement.

At InVested Consultants, we offer a few select portfolio managers, automated compliance software, transition assistance, as well as back-office and succession planning solutions, to financial advisors who want to stay ahead of the curve.

We look forward to helping you.

Thanks,

Steve Lamoreaux

Principal

work (203) 539-0120

cell (203) 918-0015

[email protected]

www.investedconsultants.com