InVestra

InVestra is a financial planner in Columbia, SC, located at 625 Meadow St Suite C. The firm provides tailored financial planning, retirement planning, estate management, fee-based asset management, and risk management strategies to help clients secure their financial future. It holds a rating of 3.00 based on 2 reviews.

The firm utilizes a client-centric, goals-based approach guided by milestones created with clients. The process begins with discovery, examining experiences with money and what clients are feeling, thinking, worried about, and hoping for. Planning involves assessing the unique situation, gauging where the client is relative to goals, and developing customized strategies. Solutions are holistic, helping clients choose tools such as stocks, bonds, mutual funds, and insurance to address specific goals. Monitoring ensures plans remain on target, incorporating tracking to plan for the unexpected and adjust plans over time.

The team includes founder and Private Wealth Advisor Erin D. Eiras, CPFA®, CEPA®. Private Wealth Advisors include Stephanie Vokral, CFP®, AIF®, CDFA®, and Victoria Hoch, ChFC®. Wealth Advisor Kevin Kelly supports clients alongside Branch Office Administrator Jada Simmons, who manages Columbia regional operations. Senior Branch Office Administrator Stacey Higginbotham, Chief Compliance Officer Jessica Sexton, Chief Financial Officer Ashley Worley, and Operations Manager Donna Stewart provide operational and administrative support. The firm offers services tailored to multi-generational families to assist in building and sustaining legacy and wealth across generations.

InVestra is a financial planner in Columbia, SC, known for its collaborative, goals-based approach to wealth management and its team of certified advisors.

InVestra is situated on Meadow Street in Columbia, SC, just a short walk from Emily Douglas Park and the Southeast Regions Headquarters. The location is also near the intersection of Harden Street and Devine Street, with Martin Luther King Jr. Park and Hand Middle School within easy reach.

BizScoreAI gives InVestra a perfect 100 out of 100 for its Discoverability score, ensuring AI crawlers can find every page of the website so the business can be recommended by AI assistants. The firm also achieves a 90 out of 100 for its Technical score, which confirms the website is secure and indexable for search engines to read without errors.

Services:

• Asset Management
• Estate Planning
• Financial Planning
• Retirement Planning
• Risk Management