A boutique practice built for high earners and families who want more than investment management — they want a partner who sees the whole picture and genuinely cares about the outcome.
At Investably, we coordinate everything — your investments, your business, your taxes, your real estate, and your estate — under one unified strategy built entirely around you.
The traditional advisory model was built around one thing: managing your investment portfolio. At your stage of life, that's the least of your challenges.
You've outgrown the standard model. What you need now is coordination — someone who connects every moving part of your financial life and helps you make decisions that reflect where you're going, not just where you've been.
"The most consequential financial decisions happen at the intersection of your business, your taxes, your estate, and your investments — not in any one of them alone."
Every client receives every service, if appropriate. Complexity and assets determine how intensively we apply them — not what you have access to.
Dedicated advisory 12–36 months before a significant liquidity event. The decisions made in this window are often worth more than the entire advisory relationship.
"The decisions made in the 12 to 36 months before a liquidity event are often worth more than the entire advisory relationship. We start that work early."
The question is not what Investably charges. It is what you'd pay — and possibly lose — assembling this level of wealth coordination on your own.
| Service or resource | Standalone market cost | With Investably |
|---|---|---|
| Estate plan coordination & strategy brief | $3,500 – $7,500 / yr | Included in retainer |
| Annual business valuation review | $3,500 – $8,000 / yr | Included — founder retainer |
| Multi-year tax planning & architecture | $3,000 – $8,000 / yr | Included in retainer |
| Institutional high-yield cash management | Not available to most retail investors | Up to 8× national avg |
| Securities-backed lending (SBLOC) | Requires $500K–$1M+ in assets | Access + oversight included |
| Private market investment access | $250K–$1M+ minimums typically required | Coordinated access for eligible clients |
| Real estate fully integrated into financial plan | Rarely included in standard advisory | Included in retainer |
| Business advisory & exit planning | $5,000 – $20,000 / yr standalone | Included — founder retainer |
| ERISA 401(k) fiduciary oversight | $6,000 – $15,000 / yr | Separate agreement — coordinated |
| Estimated total if assembled separately | $40,000 – $100,000+ / yr | Coordinated under one relationship |
Estimates reflect typical standalone professional fees. Not all services are required by every client.
The difference is rarely one decision. It's the coordination of many.
"The question is never whether you can afford a coordinated advisor. The question is what it may cost you not to have one."
Our process is designed to be simple for you — and comprehensive on our end. You bring your life's work. We bring the strategy, the coordination, and the care.
No pitch, no pressure. An honest conversation about where you are, where you want to go, and whether we're the right fit for each other.
We examine your complete financial picture — income, taxes, business structure, equity, investments, real estate, estate — and surface the opportunities most advisors miss.
We design a coordinated, tax-smart plan built specifically for you — connecting every piece of your financial life into one coherent direction that moves with intention.
We implement, monitor, and evolve your plan as your life changes. Year-end tax planning, adjustments, transitions — we're your long-term partner, not a transactional service.
We support families and business founders from building early momentum to stewarding complex, multi-generational legacies. As your wealth grows in complexity, so does the depth of our work together.
Ranges are a guide, not a gate. What matters most is complexity, intention, and fit. Client relationship minimums apply.
This isn't a barrier. It's a commitment — to you, and to the quality of care we refuse to compromise. Every client receives deep planning, proactive tax strategy, investment stewardship, and ongoing coordination. Our minimum reflects what it genuinely takes to do this well.
As your wealth grows in complexity, so does the depth of our relationship.Independent research consistently shows that integrated, tax-aware planning produces real, measurable outcomes — not just confidence, but genuine difference over time.
Individuals with a formal, integrated financial plan accumulate two to nearly four times more wealth than those without one. Planning isn't a feature — it's the foundation every decision is built on.
T. Rowe Price, 2023Better returns come from staying disciplined, minimizing taxes, and avoiding costly behavioral mistakes. That 3% compounds meaningfully over decades — and it starts with the right partner beside you.
Vanguard Advisor's AlphaGreat wealth management gives you back something you can't buy: time. Time for your family, your business, your life — knowing your financial world is in steady, capable, caring hands.
Vanguard, Time Value of AdviceThese hypothetical case studies illustrate how integrated, tax-smart planning transforms complex financial challenges into lasting wealth outcomes.
Get Your Own Strategy →A high-earning founder was staring down a $300,000+ projected tax liability. Standard deductions weren't enough. Retirement was 8 years away — and growing concern about the economy made the stakes feel even higher.
Rather than isolated tax moves, we built a coordinated multi-strategy plan: advanced retirement design, real asset investments, entity-level timing, tax-efficient positioning, and business-funded protection — all working together.
A successful executive held $3.5M in a single, highly appreciated stock position — over 50% of total assets. Selling meant a crushing tax bill. Holding meant dangerous concentration heading into retirement.
We treated taxes, income, diversification, charitable giving, and legacy as one integrated conversation — designing a plan that unwound concentration gradually, created retirement income, and preserved generational wealth.
A widow suddenly lost her husband — the family's primary breadwinner — and inherited $2M while facing college costs for three children and a retirement horizon still seven years out.
We slowed the noise first. Stabilized cash flow and education funding, then built a tax-aware transition plan — aligning survivor benefits, investment strategy, and income timing — so every decision came from clarity, not fear.
All case studies are hypothetical and illustrative only. Not actual client experiences. Results vary. Consult your financial, tax, and legal advisors.
At Investably, our role is to coordinate your entire financial life. Because our clients have different preferences in how they experience that relationship, we offer two fee structures.
These aren't aspirations. They are the commitments we make to every client relationship — regardless of where you are in your wealth journey.
Regardless of portfolio size, financial planning is always at the center of your relationship — not a perk reserved for larger accounts.
We reach out before opportunities pass and before problems compound. You shouldn't wonder if something needs attention — we're already on it.
As your wealth grows, so does the depth of our work. More entities, more tax strategy, more coordination — your advisory relationship scales with your life.
You have one trusted advisor who knows your story, your family, and your goals — genuinely invested in your outcome, not a rotating cast of strangers.
Every recommendation — from how you invest to how you withdraw — is evaluated through a tax lens first. We architect around taxes from the start.
We never look at just your portfolio. Your business, real estate, compensation, and family all inform how we advise — because decisions made in isolation are rarely the right ones.
Most advisors manage portfolios. We manage your entire financial life — proactively, tax-smart, and built entirely around you.
We work with a small number of clients by design. Every relationship we take on gets the full depth of our attention — not a share of it. We're selective because we have to be, and because the clients who benefit most are those whose financial lives have grown complex enough to require genuine coordination.
We begin every new relationship with a straightforward conversation — no pitch, no pressure. We want to understand your situation, and you should understand how we work before making any decisions.
A 30-minute conversation. No obligations.
We invite you to schedule a complimentary 30-minute virtual conversation. No pressure, no pitch — just an honest conversation about where you are, where you want to go, and whether we're the right fit.
Schedule a Private ConsultationA boutique practice. New relationships welcomed thoughtfully as capacity allows.Investably, LLC is an independent registered investment advisor (RIA) registered in the states of Maryland and Florida, headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD 20814. We serve clients virtually in Maryland, Florida, and in any states where exemptions may apply. Effective March 1, 2026. Client relationship minimums apply to all new relationships.
¹ T. Rowe Price Retirement Savings and Spending Study, 2023. ² Vanguard Research, "Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha." ³ Vanguard Research, "The Emotional and Time Value of Advice." Past performance does not guarantee future results. Investing involves risk and possible loss of capital. All figures are illustrative only.
All case studies and coordination math examples are hypothetical and illustrative only. They do not represent actual client experiences or guaranteed outcomes. Individual results will vary. Nothing herein constitutes financial, tax, or legal advice. Cost comparison estimates reflect typical standalone professional fees for illustrative purposes only. Insurance solutions are available through Prosperably LLC, a separate but affiliated firm. INVESTABLY is a federally registered trademark. © 2026 Investably LLC® · Where Wealth Meets Intention®