InvestLinc Wealth Services
The InvestLinc CompaniesYour link to financial freedom
Why InvestLinc

Why InvestLinc?

Ten reasons, published in the firm's own words on investlincadvisors.com.

  • Fiduciary, client-first approach
  • $100M+ in assets under management ¹
  • Trusted reputation and clean public record
  • Empowering client education
  • Serving the community since 1979 ²
  • Direct access to leadership
  • Full-spectrum financial guidance
  • Multi-generational client relationships
  • Independently owned, no sales pressure
  • Deep experience and credentials

¹ As of 6/30/2025

² InvestLinc Classic, Inc. (predecessor registered investment advisor and related entity to InvestLinc Wealth Services LLC) has served the local community since 1979.

Our Philosophy

How the Money
Is Managed

The investment philosophy, verbatim from the homepage.

  • Evidence-based, long-term strategies
  • Disciplined during downturns
  • Low internal fees
  • U.S.-focused, large-cap, tech-tilted portfolios
  • Fully custom, tax-efficient portfolios
  • Emotionally grounded, success-focused mindset
  • High-quality assets
  • Politically neutral, globally informed investing
  • Vetted private investments
BusinessRate Top 3 2026 Award Winner trophy for InvestLinc Wealth Services, LLC
BusinessRate Top 3 Award Winner 2026, Financial Advisor, Orange County, California. Powered by Google Reviews.
Our Philosophy
“Under our fee-only model, we make more money when you make more money. We lose money when you lose money.”
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See What It Costs

The published fee schedule, the stated minimum, and both planning services.

Fees and Planning Contact Us