We simplify the complexity of your finances to enhance your life and give you more time to do what you enjoy.
Most clients think of us as their financial quarterback, helping them with the big picture while never losing sight of their short and long term goals.
We simplify the complexity of your finances to enhance your life and give you more time to do what you enjoy.

What We Do For You

HeadInvest is an independent Registered Investment Advisor firm founded 25 years ago with a focus on building, managing and preserving clients’ wealth. We serve over 30 institutions and more than 300 high net worth individuals and their families. Our partners all individually have over 20 years expertise coming from different areas of the industry, including investment management, institutional equity research, retirement planning, philanthropic planning and financial counseling.

We are a fiduciary and fee-only wealth advisor, which means we are focused on offering objective advice, not products. The industry is filled with many people who may be incented to put their interests ahead of yours. We were founded on the belief that our values should be directly aligned with the interests of our clients and that always acting in the best interest of clients is the clearest path to long-term success both for our clients and ultimately our business, through trusted long-term relationships. Our goal is provide the highest level of personal service, offering clients objective and unbiased advice. Whether institution or family, our primary focus is the growth of your portfolio and the preservation of your wealth.

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