Most financial advisors learn about a liquidity event the same way everyone else does. They read about it, or they hear through a contact, or they send a LinkedIn message hoping to get in front of someone before the money moves.
InVestra tends to already be in the room.
The Jacksonville-based wealth management firm, founded by Erin Eiras in 2012, has spent years building the kind of expertise that female executives at major technology and aerospace companies rarely find in a standard advisory practice. The firm has quietly developed working relationships with multiple C-suite executive women at SpaceX, a client base that arrived not because InVestra marketed aggressively, but because it had done the analytical work long before anyone called.
That work is specific. RSU and PSU scenario planning. Multi-year tax projections. AMT exposure modeling. State residency strategies. Liquidity waterfall analyses were mapped against three separate IPO timing scenarios. These are not off-the-shelf frameworks. They were built for clients whose compensation structures span a decade of equity grants, milestone-dependent vesting schedules, and tax exposure that can shift materially depending on decisions made months before a single share changes hands.
For executives at companies approaching a liquidity event, that preparation is the difference between a financial plan and a financial scramble.
Eiras founded InVestra on a specific conviction: that women at the highest levels of wealth were being handled rather than served. Their financial lives routinely crossed into business exits, divorce, estate planning, multigenerational wealth structures, and long-term care, and most advisory practices either lacked the range to help or lacked the interest. InVestra built the range. The firm’s team holds CFP, CDFA, CEPA, and CPFA designations, covering financial planning, divorce financial analysis, business exit strategy, and fiduciary oversight under one roof. The minimum account size of $1 million is less about exclusivity than about the time that kind of work requires.
Eiras was selected for LPL Financial’s Ambassador Council, one of 20 advisors drawn from a network of more than 42,000, and was recognized in 2026 as a distinguished member of the Financial Planning Association. The firm operates across more than 20 states from offices in Jacksonville and Columbia, South Carolina.
The clients who find InVestra tend to arrive after some version of the same experience: advisors who understood the headline number but not the structure behind it, meetings that felt transactional rather than considered, advice that arrived too late to matter. What they find instead is a firm that treated the preparation as the job, not the conversation after the wire clears.
When the equity finally lands, InVestra has generally been ready for a while.
