- Brian Tracy
At InVested Advisors we redefine what a typical investor looks like. Our focus is to build long-term relationships with a select group of clients by working with them through every aspect of their financial lives.
Our clients work with a team that contributes a unique perspective and experience, empowering you to feel invested in your financial future.
We actively support and collaborate with our respective communities through volunteering, non-profit board representation and charitable giving.
Honesty, Integrity and Respect. We believe values matter and we live by ours every day.
We Inform and Inspire our clients to build wealth wisely.
Start early, save consistently, diversify investments, and review regularly.
Goal based investment planning with diversification, research, risk assessment, and a long-term perspective.
Maximize your tax benefits and optimize your financial outcomes through strategic tax planning.
Go beyond traditional financial planning by considering the broader context of your lifestyle choices, values, and aspirations.
Secure your legacy and empower future generations with strategic asset management, estate planning, charitable giving, and wealth transfer techniques.
Drive small business growth with comprehensive planning, goal-oriented approaches, and efficient operational frameworks.
Founder and Senior Financial Advisor
Kristen is the Founder and Senior Advisor of InVested Advisors, a financial planning and investment advisory firm. Kristen’s focus throughout her 25+ year career has been building long-term relationships with her clients by working closely with them through every aspect of their financial lives. In addition to managing the direction of the firm, she is an integral part of the education and customized planning solutions for the firm’s clients.
Kristen is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the Series 7 and Series 66 registrations. She graduated with honors from Bucknell University’s PBA School of Trust & Investment Management as well as attended the Pennsylvania State University in State College, PA and Katherine Gibbs in Boston, MA.
Kristen’s level of knowledge and experience extends to qualified plan design, investment and risk management, retirement planning, estate and asset preservation techniques and financial life planning.
Scott is a Financial Advisor with InVested Advisors and has been with the firm for over 5 years. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 license as an Investment Advisor Representative at InVested Advisors. Scott pursued his educational journey in Colorful Colorado, attending the University of Colorado Denver, where he earned a bachelor's degree in business. During his time at the university, his passion for personal finance and investment strategies grew, paving the way for his subsequent career. Since then, Scott has been privileged to assist clients in navigating the complexities of financial planning and asset management within the financial services industry.
Beyond his professional achievements, Scott's personal life is filled with adventure. He is happily married to his wife, Hannah, and together they have a passion for traveling and immersing themselves in different cultures. They find joy in outdoor activities such as golf, hiking, biking, and snowboarding. However, their greatest joy comes from chasing around their son, Bodie, who keeps them very busy being the adventurous toddler he is.
As Scott continues to grow personally and professionally, he remains steadfast in his mission to empower individuals and families to attain their financial aspirations. Scott's commitment to helping others achieve their financial goals is matched by his dedication to his family and creating lasting memories. Scott’s goal is to continue to inspire and make a positive impact in both his clients' lives and the lives of his loved ones.
Director of Retirement Plan Services
Heather is a graduate of South Hills School of Business & Technology and has been a part of the InVested team since 2017. Working in the corporate retirement plan industry for over 25 years, Heather brings extensive knowledge on the intricacies of Qualified Retirement Plans to the firm. Her primary focus is working with plan sponsors and participants to ensure the goals of each are attained. Heather lives in Snow Shoe, Pennsylvania with her husband, Bill. She enjoys spending time with her four grandchildren and two springer spaniels, Chief and Brodee.
Meet Emily Jung, the Operations Manager at InVested Advisors who works remotely from Callahan, Florida. With over 10 years of experience in the financial industry, Emily has developed a strong background in managing operations and ensuring smooth day-to-day functioning. Emily holds a designation as a Financial Paraplanner Qualified Professional (FPQP), which demonstrates her commitment to staying current with industry standards and providing clients with exceptional service. Her passion for helping others drives her to go above and beyond in meeting our clients' needs and expectations.
A firm believer in maintaining a healthy work-life balance, Emily enjoys spending time outdoors with her husband and two children. She also has a passion for cooking and loves to discover new recipes. She is thrilled to be part of the team at InVested Advisors, where she can leverage her knowledge, passion for helping others, and operational skills to contribute to our client experience.
During the Introductory meeting we discuss your goals and define the scope of our relationship.
You will be provided with a Client Profile and Financial Planning form to complete and attach copies of your financial documents. We will analyze this information and enter into our financial planning system.
Once the information is entered, we create different "what if" scenarios to stress test your goals. We meet with you again to review a custom Financial Blueprint to provide you with a path to achieve your goals. Our Financial Blueprint encompasses various elements such as investment allocation recommendations, tax saving strategies, and asset protection/legacy planning.
Just because you went through the financial planning process doesn't mean that your set to go. The Implementation step is crucial to ensure the recommendations are implemented. We will provide you with the guidance needed to move forward.
Things change, life happens. If you decide to collaborate with InVested Advisors on a long-term basis, we will review your Financial Plan regularly.
If you are looking for a financial relationship to help with your evolving financial goals, managing your investments and navigating your life changes, you've come to the right place. InVested Advisors is a Fee Only, independent investment advisory firm that values long term relationships with NO financial incentive to offer certain products or investments. Our clients can be confident that our recommendations are always made in their best interest. Because of this, InVested Advisors is a Fiduciary.
If you have a question or need assistance, our office phone hours are 9:00am-5pm Monday-Thursday and 9:00am-4pm on Fridays. While we are available during these hours, we schedule meetings in person or virtually by booking an appointment.
We strive to ensure that our fee structure minimizes conflicts of interest and is as transparent and easy to understand as possible. Fees for financial plans will vary on the complexity of the plan but typically range from $1,500 - $5,000. For investment advisory accounts, we charge an annual advisory fee based on the size of your investable assets. Our advisory fees range from 1.30% - .0030%.
You can schedule a call directly with us to get started.