InvestEd Leadership Team

We’re Registered Investment Advisors, from all over the world, dedicated to changing the financial advising industry.

We believe in the fiduciary standard of putting client’s interests first and avoiding conflicts of interest.

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Endrit Lloshi InvestEd

Endrit Lloshi

ADVISOR

Genti Cici InvestEd

Genti Cici

ADVISOR

Tai Young Lee InvestEd

Tai Young Lee

FOUNDER AND CEO

Michael Lee InvestEd

Michael Lee

COO

Kurt Ciliberto InvestEd

Kurt Ciliberto

DESIGNER

Mission
& Vision

InvestEd is committed to:

Providing top quality financial planning services
Reliability. We put our clients first and want them to know they can access us anytime
Offering an authentic experience and objective advice fit for your specific situation.
Maintaining an inclusive environment that is judgement-free and meets your needs.

Call us to find out how we can help you

No pressure, we promise.

Schedule a free financial planning phone meeting with a fiduciary financial advisor.

Holiday spending can add up! Here's a tip to save

Holiday spending can add up! Here's a tip to save during the festive season: Avoid going on large shopping sprees. You're more likely to exceed your budget and buy unnecessary items the longer you stay in a store!

#howardcountymd #columbiamd #investment #objective #investingtips #holiday #gifts

"I can't change the direction of the wind, but I c

"I can't change the direction of the wind, but I can adjust my sails to always reach my destination" - Jimmy Dean

#howardcountymd #columbiamd #investment #objective #investingtips #motivational #monday

Details of the promotion: To be eligible for this

Details of the promotion:
To be eligible for this incentive, you must roll over an old 401k, 403b, 457, or SEP IRa into an Wealthy and Wise account between Nov 15 and March 31, 2025 at 11:59pm.
Participants will be awarded an e-gift card based on the asset amount rolled over into a Wealthy and Wise managed account under the InvestED program.
Asset tiers are as follows: $100-25,000aum=$80 gift card, $25,001-$50,000=$150 gift card, $50,000-$100.000aum=$250 gift card, $100.001+aum=$350 gift card.
Assets must stay under InvestED;s management for a minimum of 6 months from the rollover completion date. Gift cards will be awarded at the completion of 6 months.
#401K #401krollover #401kRollover #financialfreedom #financialplanning #retirementgoals

🌎💙 Happy World Kindness Day! 💙🌎 At Wea

🌎💙 Happy World Kindness Day! 💙🌎
At Wealthy & Wise Family Office, we believe in spreading kindness not just today, but every day. Whether it’s lending a helping hand, sharing your knowledge, or planning for the future of those you care about, small acts of kindness can leave a big impact.
Let’s celebrate kindness in all its forms and build a world—and a future—that’s a little bit brighter for everyone. How are you spreading kindness today?
#WorldKindnessDay #SpreadKindness #BetterFuture #FinancialWellbeing
#howardcountymd #howardcountymd #marylandinvestor #ellicottcity #ellicottcitymaryland

On this Veterans Day, we pause to recognize the co

On this Veterans Day, we pause to recognize the courage, dedication, and sacrifice of those who have served our country. We are profoundly grateful for the freedoms and security their commitment provides.
Thank you to all veterans, especially those in our Wealth & Wise family and our community, for your service and for inspiring us with your strength and resilience.
#VeteransDay #HonoringOurHeroes #Gratitude #ServiceAndSacrifice

5 Steps to Creating a Personal Budget: 1. Figure

5 Steps to Creating a Personal Budget:

1. Figure out your net income.
2. Recognize regular expenses.
3 Set a savings goal.
4. Be realistic.
5. Track your spending.

#howardcountymd #columbiamd #investment #objective #investingtips

Can you guess what famous family was the first to

Can you guess what famous family was the first to have a family office?

John D. Rockefeller is thought to have established the first full-service, single family office in the U.S. in 1882. In 1937, when he died, he was worth $1.4 billion. That's equivalent to approximately $255 billion as of 2019. The Rockefeller family office exists to this day.

Over the course of his 97 years, Rockefeller gave away some $540 million. By many accounts, he was history’s richest self-made man. He was also arguably humanity’s most accomplished philanthropist.

#howardcountymd #columbiamd #investment #objective #investingtips

If it's out of your hands, it deserves freedom fro

If it's out of your hands, it deserves freedom from your mind too.

#howardcountymd #columbiamd #investment #objective #investingtips

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