Invested in Women is a Financial Initiative by Women, for Women.

Women’s financial lives are shaped by longer timelines, uneven earnings, and layered responsibility. Our planning framework is designed to respond to complexity—without oversimplifying decisions or locking you into rigid assumptions.

Mission

We encourage women to lead financially confident lives.
Vision

We invest in women by providing opportunities for financial education, solutions, and connection.

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Introducing Invested in Women Initiative

A More Realistic Approach to Wealth Planning

Women live longer, earn differently over time, and are more likely to manage finances independently later in life. These realities require more than generic investment advice.

We build financial plans that adapt—through career changes, family responsibilities, healthcare decisions, and shifting priorities—without losing sight of long-term security.

The Opportunity — and the Gap

Women are expected to command $34 trillion of the United States assets under management by 2030¹ — yet fewer than half feel confident about their finances, and only 28% feel empowered to take action.²

Invested in Women was created to close that gap through education, conversation, and long-term partnership.

$34 T Women are expected to command a significant share of wealth by 2030.

< 50% Fewer than half of women feel confident about their finances.

28% Only 28% feel empowered to take financial action.

Comprehensive Planning, Thoughtfully Applied

Our work goes beyond investing. We help women align their financial decisions with their lives—today and in the decades ahead—through integrated planning that evolves as circumstances change.

SERVICES

Financial planning
Guidance through life transitions
Tax-aware decision-making
Investment strategy
Insurance Analysis & Consulting
Estate and legacy planning

Women do not need to be more like men, we simply need to learn to believe in ourselves. Invested in Women was developed to encourage women to lead financially confident lives.

Brittany Heard, Lead Advisor & Shareholder

Featured Invested in Women Resources

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Financial Planning

2026 Fearless Article – “Financial Considerations for Women Facing Separation or Divorce”

Brittany Heard

02/02/26

Financial Planning

Women Live Longer – What That Could Mean for Your Estate

Brittany Heard

08/19/25

Subscribe to Receive the Latest Updates from Invested in Women

Financial Planning

Confidence Through Conversation: Three Key Questions for Nonprofits, Families, and Women

Ashlee Vieregger

06/26/25

Financial Planning

Women Live Longer- What That Means for Income Planning

Brittany Heard

05/22/25

Financial Planning

Financial Planning for Women: Preparing for a Longer Life Expectancy

Brittany Heard

10/01/24

Investments