Meet The Investment Co., Your Local Personal Investment Counselor.

Get accessible and personalized investment guidance in-person or from the comfort of your home nationwide with any of our 2,500+ investment advisors.

Our approach

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your success.

 

Providing guidance through experience

We bring several decades of combined experience in personal financial planning and wealth management at leading firms. Let this experience work for you.

 
 

In-person and remote meet-ups.

Our 2,500+ investor counselors are available to meet remotely or in person . We strive to stay on the cutting edge of effective money management and planning techniques, and we’re devoted to investing in leading research and technology tools.

 

Let us show you the Investment Co. difference.

Meet our team

  • Tai Schell, PSY.D

  • Larissa O’Connor, MD

  • Emmett Marsh, PHD

  • Lana Vargas, ND, LAc

Learn more

“The Investment Co. helped me find an investment advisor that I connected with, whose services aligned with my needs, and who was flexible with their scheduling. Investment Co helped me check off all the boxes.”

— LUISA H., CLOVE CLIENT

Get started with Darling, today.