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.

Did you know that beneficiary designations superse

Did you know that beneficiary designations supersede the provisions of a will or trust? This means that your beneficiary on the individual accounts is the person who will inherit them. Take some time to review your accounts such as bank accounts, investment accounts, retirement accounts and life insurance policies. #willandtrust #willandtrusts #financialplanning #generationalwealth

Don't know what to do with your old 401K? Roll it

Don't know what to do with your old 401K? Roll it over with us and get (up to) $350 gift card. Swipe for details.

"Investing should be more like watching paint dry

"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." -Paul Samuelson, economist

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

Are you wondering how the proposed tariffs will ef

Are you wondering how the proposed tariffs will effect your budget for the upcoming year?

What items should you consider purchasing soon before prices increase?

According to Forbes, these are the top categories that will be effected:
Apparel, Toys, Furniture, Household appliances, Footwear, and Travel goods

So if your shopping plans include items in those categories, plan to purchases early in 2025 before potential price increases kick in.

#moneymatters #moneymatters #financialgoals #savingmoneytips #savingmoney

Meet (some of) our team. Steve, Cameron and Endrit

Meet (some of) our team. Steve, Cameron and Endrit.

Great things are never achieved alone! When we combine our strengths, talents, and ideas, we can turn dreams into reality.

Every team member brings something unique to the table—ideas, skills, and perspectives that create a powerful synergy. Working together not only boosts creativity and productivity, but it also fosters trust, support, and growth.

Remember, success isn’t about individual achievements; it's about collaboration and lifting each other up.

#Teamwork #DreamTeam #Collaboration #StrongerTogether #Success

"Money, like emotions, is something you must contr

"Money, like emotions, is something you must control to keep your life on the right track." -Natasha Munson

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

The team at Wealthy & Wise Family Office is dedica

The team at Wealthy & Wise Family Office is dedicated to helping families address their complex financial and estate planning needs. By providing a comprehensive suite of wealth management services and expertise, we help families safeguard their wealth and assets, preserve their legacy, and ensure that these assets are efficiently transferred from one generation to the next.

Want to know more about our services or how we can help your family? Call our office today to schedule a conversation. 808-427-8434

#howardcountymd #columbiamd #investment #objective #investingtips

Endrit recently represented Wealthy & Wise at Howa

Endrit recently represented Wealthy & Wise at Howard County Chamber’s recent Economic Forecast Breakfast where guest speaker Anirban Basu with Sage Policy Group shared data, details, and his thoughts on the economy. It was an incredibly engaging presentation touching on a wide range of economic issues from employment numbers to new construction permits to the amount of credit card debt hampering households.
Thanks to Mr. Basu and the Chamber for putting together a fantastic event. Just one of the many reasons we love being involved in the community. #columbiamd #howardcountymd #Thankful #economy

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