innovestive

independence & full service

Innovestive Advisors is an independent full-service wealth management firm specializes in providing comprehensive and customized investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.

At Innovestive Advisors, we strive to make each and every client a happy client. The highest compliment you can give us is the referral of your family and friends.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Founding principles: ELITE

Expertise

Loyalty

Independence

Tenacity

Enthusiasm

mission statement

The mission of Innovestive Advisors is to help our clients achieve their financial goals and dreams by providing sound customized advice, exceptional personal service, and high quality suitable investments while working diligently in their best interests at all times.

The logo of innovestive advisors represents the eternal unity of

Wisdom

Love

Health

Fortune

why innovestive advisors?

Independence

We strive to offer best customized advice and investments to clients

Expertise

More than 17 years of experience with prestigious designations such as CFA, CFP® , ChFC® , CLU®

Invest Different

Incorporation of ETFs, Structured Products (Structured Notes & CDs), ESG Investing, and Artificial Intelligence

Multi-Custodians

Fidelity, Schwab and LPL Financial; Strong Account Protection

Team

Innovestive Advisors is an IAR of Private Advisor Group, who has been named #7 on Barron’s top 100 RIA Firms in 2021, and has continually secured a top 10 position since 2019.

Research

Timely research reports provided by multiple reliable sources

Technologies

Latest technologies to make client experience as paperless and effortless as possible

Exceptional Service

Respond to client inquiries in a timely manner and within 24 hours

Participation in Barron’s Top 100 RIA Firms ranking is by invitation only, and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, we do not disclose the proprietary formula. Some general guidance on our methodology: Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

To qualify for WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes – including solo advisors, ensembles, practices, family offices, investment adviser firms, and representatives of independent broker-dealers. The complete 2019 Thrive Awards list is available on WealthManagement.com and will be featured in the December 2019 issue of Wealth Management magazine.