Invst

Invst is a financial planner in Indianapolis, IN, located at 3625 E 96th St. The firm provides comprehensive wealth management and financial advising for individuals and families, alongside specialized services for building scalable, sustainable, and saleable businesses, elite financial services for athletes and sports professionals, and coordination for families planning for a loved one with special needs. It also offers retirement planning strategies that do not add risk or burden. The firm holds a 5.00 rating based on customer reviews.

Founder Scott Jarred grew up in Indianapolis in poverty after his father left, living in Section 8 housing with a padlocked refrigerator. He earned a full football scholarship, the first in his family, and studied economics, entrepreneurship, architecture, and urban planning, earning a master's degree in technology. After working as a tech consultant for AT&T, he became a top wealth advisor but left the industry because he felt advisors were incentivized to sell products rather than act as fiduciaries. In June 2016, he founded INVST with partner Lloyd Easters to provide true fiduciary advice. As an independent Registered Investment Advisor, INVST has clients in over 40 states with offices in Indiana, Florida, New Jersey, Connecticut, and NYC.

The firm uses the INVST4Life process, a systematic approach to achieving financial freedom. This process starts with defining a client's unique "Why" and vision. It establishes a "Board of Directors" of financial professionals to follow the client's plan. The firm helps create "Rules for Money" to guide decisions and protect against financial setbacks. Acting as a personal CFO, INVST executes decisions within these rules, serving as a single point of contact for the client's CPA, attorney, and other professionals. Services include personalized strategies, a holistic approach covering investments, taxes, estate, and insurance, and ongoing partnership.

Invst is known for its positive rating from customers who have reviewed it. The firm operates as a fiduciary and values-based organization, promising to sit on the same side of the table as its clients.

Invst helps individuals and families in Indianapolis, IN, achieve their long-term visions through tailored wealth-building strategies and financial guidance.

The firm is situated on East 96th Street, just steps from the Keystone Parkway interstate.

BizScoreAI awarded Invst a Technical score of 93 out of 100, ensuring the website is secure and easily readable by search engines. The business also received a Discoverability score of 75 out of 100, confirming that AI crawlers can access all pages to facilitate recommendations.

Services:

• Business Value Acceleration
• Financial Freedom Assessment
• Personal CFO Services
• Retirement Planning
• Wealth Management