InvestEd
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InvestEd
Get invested in the stock market with our low-cost ETFs crafted to help you best meet your financial goals. InvestEd believes that financial education creates financial opportunity. We educate our clients, our community and any business, organization or group of people interested in boosting their financial literacy.

Your typical Registered Investment Advisor requires a hefty investment deposit to work with them. At InvestEd, we believe in leveling the playing field, and as such, require no minimum investment to get started. No minimum investing requirement means there's nothing holding you back from investing in your future.
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We're Registered Investment Advisors, from all over the world, dedicated to changing the financial advising industry. We believe in the fiduciary standard of putting client's interests first and avoiding conflicts of interest. Sign up for our monthly newsletter and get access to private events, articles and exclusive promotions.
InvestEd is dedicated to providing free financial education and low-fee, no minimum fiduciary investment advice. We want all people to have access to the resources to help them achieve their financial goals. The fiduciary standard of investment advising requires Registered Investment Advisory Firms (RIAs) to always work in the best interest of their clients.
With the recent mortgage and banking crisis, it's no surprise that some people would rather put their savings under the mattress than risk losing it in the markets. If you make smart investments and stick to your goals, in the long run, your money will do much better than it would sitting under your pillow or at your local bank.
A financial adviser is a licensed professional who provides financial services to clients, usually to help clients make money by investing. Once you open an InvestEd account, you have access to our investment platform and real fiduciary financial advisors to guide you. Our team will check in with you quarterly to ensure you are on track to meet your financial goals, but we are always one call or click away when you need us.
Our financial webinars are free of charge and cover a range of topics like budgeting, investing, managing debt, money management, taxes and more. Allow our experienced advisors to walk you through the most common financial concerns and to help you create real strategies for success in these easy to follow, expertly created presentations.
Reviews (8)
Connor Silvestri
Connor Silvestri
Jul 04, 2021
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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
Christopher Tenny
Jun 15, 2021
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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
Michael Lee
Mar 23, 2021
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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
Rebecca Johnson
Aug 25, 2019
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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.
Nate H.
Dec 31, 2017
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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
Michael Stone
Aug 31, 2017
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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!
Paul Premiums
Paul Premiums
Aug 11, 2017
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Fantastic. Low Pressure. Best financial advice for small business employees at lowest fees. Fiduciary...great.
Erin E.
Erin E.
Jul 10, 2017
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Extremely knowledgeable, welcoming and experienced in helping people in all financial stages reach their goals. No pressure to sign up.