InVestra

InVestra is a financial planner in Columbia, SC. The firm provides tailored strategies in financial planning, asset management, and estate planning to help clients achieve their specific goals. Services include building a tailored financial plan, thoughtful retirement planning to ensure future financial freedom, securing a legacy through estate planning, optimizing portfolios with fee-based asset management, and protecting the future through comprehensive risk management. InVestra also offers tax planning, insurance, and business services, including a complimentary business valuation.

The firm utilizes a client-centric, goals-based approach guided by milestones created together with the client. This process serves as a roadmap for identifying unique needs, executing a tailored strategy, and monitoring progress to maintain long-term financial success. The methodology begins with a discovery phase where the team discusses what is most important to the client, such as family, hobbies, community, and work, while examining their experiences with money and accomplishments. Based on this understanding, the planning phase assesses the client's current situation relative to their goals and prepares a financial analysis to develop customized strategies. The team includes experienced Wealth Managers such as Erin D. Eiras, CPFA, CEPA; Stephanie Vokral, CFP, AIF, CDFA; and Victoria Hoch, ChFC, alongside support staff including an Operations Manager, Branch Office Administrators, an Insurance Specialist, a Chief Compliance Officer, and a Chief Financial Officer. InVestra operates with the backing of LPL Financial, an independent broker-dealer that provides access to extensive research, tools, and technology without promoting proprietary products.

The Columbia office is located at 625 Meadow St Suite C. It sits about a quarter mile from Emily Douglas Park and Martin Luther King Jr. Park. The office is also near the Southeast Regions Headquarters police station and Hand Middle School, with Harden Street and Devine Street located within a short distance.

InVestra holds a rating of 3.00 based on 2 reviews. As a private wealth management firm in Columbia, it focuses on integrated wealth management and personalized financial guidance for its clients.

Services:

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