Your Financial Success is Our Success
Your Trusted Partner
At the heart of Invariant Investments’ mission, we believe in "Empowering each client to live a healthier and more fulfilling life by helping to navigate their financial journey and reach their goals."
When you partner with Invariant, we handle the details of your financial planning and investment portfolio, so you have the time and energy to focus on the more important aspects of life.
At Invariant, we have found that the clients who achieve their financial goals are those who begin with the end in mind and who work closely with us to develop a financial plan to reach their goals. Too often, investors abandon their well-crafted plan by reacting to news headlines and market volatility.
We help to keep you on track and base our business on the practice of “portfolio management and financial planning working in tandem is critical for achieving successful outcomes.”
YOUR FINANCIAL SUCCESS IS OUR SUCCESS
Invariant Investments is Your Fiduciary Partner
When selecting a financial advisor, it’s important to understand the difference working with a fee-only, fiduciary partner vs. a commission-based advisor.
A fiduciary partner works for you, is required to make investment decisions based on your best interests and grows when you grow. A commission-based advisor makes a commission every time they sell the client a product or fund. It may seem like a small detail, but it can mean a huge difference in your bottom line.
Meet the Team
Seth W. Arbogast, CFP®
Founder & Chief Executive Officer
With over 13 years of industry experience, Seth is an expert at assisting clients in achieving their financial goals in the most optimal way.
Chief Investment Officer
& Managing Director
Strategic and thorough, David is responsible for leading the investment and portfolio management process.
Gary A. Smith, CFA®
COO & Director of Research
At Invariant, Gary manages the model portfolios and conducts internal investment research.
Vice President of Financial
Planning & Investments
Joe has been in the financial industry for almost thirty years and has a wide range of fiduciary and tax preparation experience.
Senior Advisor
Alex began his career in 1999 on the floor of the Philadelphia Stock Exchange, and has been advising individuals since.
Charles W. Wise III, CPA
Vice President of Wealth
Management Services
Charles has been providing independent, objective, and well-informed advice to clients since 2004 as a financial planner.
Erin Fischer
Director of Client Business Development
Passionate about exceptional, personalized experiences, Erin specializes in communication and leads Invariant’s overall marketing strategy.
Client Relations Specialist
Patient and helpful, Amber is the friendly voice you hear and face you see anytime you call in or stop by to visit the office.