InvestWise was founded in 2008 with a clear mission: to demystify investing and provide accessible, high-quality education for investors at every level. What began as a small blog written by our founder, Eleanor Richardson, has grown into a comprehensive resource hub for investment education.
After witnessing how many people struggled to build wealth due to lack of knowledge rather than lack of resources, Eleanor assembled a team of financial experts committed to creating practical, actionable investment guidance. Today, InvestWise serves over 50,000 investors annually through our educational materials, tools, and resources.
At InvestWise, our mission is to empower individuals to take control of their financial future through education, actionable strategies, and supportive resources. We believe that successful investing isn't about complex formulas or insider knowledge—it's about understanding fundamental principles, developing sound strategies, and maintaining the discipline to follow through.
We are committed to:
We provide unbiased, honest information without hidden agendas or conflicts of interest. Our recommendations are based solely on what we believe will benefit our customers.
We believe in teaching principles over prescribing specific actions. By understanding the "why" behind investment strategies, our customers develop the confidence to make their own informed decisions.
Our resources focus on actionable strategies that can be implemented by real people with busy lives. We emphasize practical approaches over theoretical concepts.
We aim to build our customers' confidence and capability, enabling them to make independent financial decisions aligned with their personal goals.
Our team combines decades of experience in investment management, financial education, and market analysis. Each member brings unique expertise to help you navigate your investment journey with confidence.
Founder & CEO
With over 25 years of experience in investment management, Eleanor founded InvestWise to make financial education accessible to everyone. She holds a CFA designation and previously managed a $2 billion portfolio at a leading asset management firm.
Chief Content Officer
Dr. Martinez holds a Ph.D. in Behavioral Economics and specializes in investor psychology. She oversees all educational content at InvestWise, ensuring it's both academically sound and practically applicable. Her research on investment decision-making has been published in leading financial journals.
Risk Management Director
With 18 years of experience in risk management at major hedge funds, Richard brings invaluable expertise in protecting investments during market downturns. He holds an MBA from Wharton and specializes in developing practical hedging strategies for individual investors.
Retirement Planning Specialist
Jennifer has helped over 500 clients create sustainable retirement plans over her 15-year career as a Certified Financial Planner. She specializes in tax-efficient withdrawal strategies and Social Security optimization techniques for retirees and pre-retirees.
Investment Strategy Director
Michael brings 20 years of experience as a portfolio manager at a top investment firm. He specializes in developing comprehensive investment frameworks for individual investors and leads the creation of our portfolio templates and asset allocation models.
"InvestWise's Complete Investment Blueprint completely transformed my approach to investing. After years of haphazard decisions and disappointing returns, I now have a structured strategy that's already yielding results. The portfolio templates alone were worth the investment."
"As someone approaching retirement, I was terrified about making mistakes with my nest egg. The Retirement Planning Masterclass gave me the clarity and confidence I needed. The Social Security optimization strategies alone will add over $100,000 to my lifetime benefits!"
"The Financial Risk Management Guide proved invaluable during the recent market downturn. While many of my friends panicked and sold at the bottom, I implemented the hedging strategies from the guide and preserved most of my capital. I've since recovered completely and then some."
Browse our carefully curated selection of investment resources designed to help you build wealth with confidence.
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