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Invest Smart USA, Inc.
Invest Smart USA, Inc.
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Welcome to Invest Smart USA, Inc. Financial Planner and Wealth Manager

Welcome to Invest Smart USA, Inc. Financial Planner and Wealth ManagerWelcome to Invest Smart USA, Inc. Financial Planner and Wealth ManagerWelcome to Invest Smart USA, Inc. Financial Planner and Wealth Manager

Fee-Only Advisor

(480) 389-0111

Welcome

Invest Smart USA, Inc. is a wealth management and financial planning firm.  

As a trusted fiduciary and fee-only financial advisor firm, we work passionately to help individuals, families, and business owners manage and preserve their assets. 

Personal and Business Services

Reviewing spread sheet. www.investsmartusa.com

Investment Management

Employee Retirement Plans

Investment Management

Providing investment advice and management of 

your portfolio based on your goals.

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Financial Planning

Employee Retirement Plans

Investment Management

Comprehensive long term planning

 is not a static event.


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Employee Retirement Plans

Employee Retirement Plans

Employee Retirement Plans

Personalized investment advice for employees 401(k), 403(b), TSP, etc. 


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Advice on Your 401(k), 403(b), TSP

Check It Out!

Our Team

Robert Stock

Odell Berry, Jr., ChFC

Odell Berry, Jr., ChFC

Financial Advisor


Staff Bios

Odell Berry, Jr., ChFC

Odell Berry, Jr., ChFC

Odell Berry, Jr., ChFC

Founder & Financial Advisor

Katie Stock

Odell Berry, Jr., ChFC

Katie Stock

 Office Manager 


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Contact Us

See us in person!

We love our customers, so feel free to drop us a

note or call to set-up a visit.

Invest Smart USA, Inc.

7440 East Pinnacle Peak Road, Suite 144, Scottsdale, Arizona 85255

(480) 389-0111

Hours

Office Hours Monday - Friday: 9AM - 5PM

Meetings by Appointment

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Our Partners

Association of Financial Educators -Invest Smart USA
Charles Schwab
Vanguard
eMoney

Copyright © 2024 -  Invest Smart USA, Inc.  

7440 East Pinnacle Peak Road, Suite 144, Scottsdale, AZ 85255


(480) 389-0111

info@investsmartusa.com


 Check the background of this firm on FINRA's BrokerCheck, Form ADV

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Announcement

We can now manage your 401(k) or 403(b).  Check out our new service.

Learn more