1250 Lamoille Highway
Clients, whether they are individuals, families, or business owners, typically have much more on their minds than finance. Innovative Advisors has built a firm around helping clients clarify individual concerns and offer comprehensive services ranging from business consulting and HR services, to insurance planning and retirement planning.
With the goal of forming trusted, long-lasting relationships with each and every client, Innovative Advisors is constantly seeking to improve and provide the highest level of service. By offering a wide array of services we are focused on helping our clients achieve their goals in life.
Through strategic planning we can guide you toward realizing your vision. We have long- and short-term strategies that will help you realize your dreams. Our mission and values include exceeding our client’s every expectation. Call us today to find out how.
President / Financial Advisor
Karen is a registered Financial Advisor as well as the president and founder of Innovative Advisors, Inc. She enjoys utilizing her background in Human Services, Human Resources, and Business Management, along with her Behavioral...
Client Development and Benefits Administrator
Andrea Beitia joined Innovative Advisors, Inc in June of 2017. Andrea specializes in Financial Services and is also our Social Media Manager. She works with the team to help clients identify and address financial needs...