Invest Inc.

James Thompson is a financial advisor at Invest Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2013 to 2017. Outside of his advisory role, Thompson serves as president of Thompson Investment Management LLC, where he manages bookkeeping and payroll. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individual and business clients, focusing on portfolio management for non-high-net-worth individuals. The firm employs a strategic asset allocation approach using actively managed mutual funds and global diversification, and it is notable for its affiliation with an accounting practice and focus on clients without account minimums.

George Pierce is a financial advisor with Invest Inc. in Lexington, KY, holding a Series 63 designation and bringing 34 years of industry experience. He has been leading Pierce Financial Planning Inc. since 1997. Outside of investment advisory, he operates a seasonal tax preparation business as a sole proprietor, providing individual and business tax services. Invest Inc. offers discretionary investment supervisory services and financial planning to a national clientele, focusing on portfolio management for individual clients. The firm integrates tax, trust, and estate advice into its planning and employs a strategic asset allocation approach using actively managed mutual funds and global diversification.

Ralph Scearce is a CFP® with 21 years of industry experience, currently serving at Invest Inc. He previously led Scearce Services, Inc. (dba Cambridge Financial) for 35 years. Outside of his advisory role, he is president of Scearce Financial Services, Inc., a consulting and landscaping business. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, focusing on portfolio management for non-high-net-worth clients. The firm employs a strategic asset allocation approach using actively managed mutual funds and global diversification, and it maintains a close affiliation with an accounting practice to offer integrated tax and accounting services.

James Smith is a CFP® professional with 26 years of experience in the financial services industry. He has been with Pierce Financial Planning Inc since 1997. Outside of his advisory work, he is involved with Glenn Ford Fitness Center in Lexington, KY, where he serves as a morning staff person. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, focusing on portfolio management for non-high-net-worth clients. The firm employs a strategic asset allocation approach using actively managed mutual funds and global diversification, and it is closely affiliated with an accounting practice that offers tax preparation and related services.

John Thompson is a financial advisor at Invest Inc. in Lexington, KY, holding a Series 63 designation with 30 years of industry experience. He has been with Invest Inc. since 1996. Outside of his advisory role, Thompson is president of two accounting-related businesses, Thompson Financial Group, Inc. and MBWF, Inc., focusing on tax and bookkeeping services. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, managing approximately $158.7 million across about 208 client accounts. The firm emphasizes portfolio management for non-high-net-worth clients, integrating tax, trust, and estate advice, and employs a strategic asset allocation approach with active management and global diversification.