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START YOUNG,
GROW STRONG
Get 1-on-1 Guidance to Open and Navigate Your Investment Account—and Start Investing in Your Future
PRACTICE AREAS
OUR SERVICES
We offer tailored financial consultations to help you build and secure your future. Select from our specialized services.
Brokerage Setup & Account Kickstart
Our personalized consultations help you pick the right broker, set up your account, and navigate the interface with confidence.
Family Financial Plan: Custodial Account
We offer consultations to teach kids how to manage and navigate their Roth IRA, ensuring their future financial security.
Master Your Roth IRA: Navigate & Manage
Our family plan includes expert guidance for setting up custodial accounts, securing your family's financial future.
Duration: 1 hour
Price: $149
Duration: 1 hour
Price: Starting at $149
Duration: 1 hour
Price: $99
OUR VISION
Get to Know Us
At StartSmart Investing, we—Zach and Jack—are dedicated to helping teens and young adults take their first steps toward building a strong financial future. As young adults ourselves, we’ve seen firsthand the gap in financial knowledge within our generation, and how many are missing out on the valuable benefits of compound interest. That’s why we’re committed to offering clear, step-by-step guidance—helping you open your first investment account, navigate it confidently, and develop the skills to manage it independently for long-term financial success.
Please note: We do not offer financial advice. Instead, we provide guidance, educational resources, and tools to empower you with the knowledge needed to make informed decisions on your own. Our goal is to equip you with the information and confidence to take control of your financial future.
ATTORNEYS
OUR TEAM
JACK STERCHI
DIRECTOR OF EDUCATION
ZACH SEIDNER
HEAD OF
STRATEGY
CONTACT
CONTACT US
For any inquiries, feel free to reach out to us via email or phone. We’re here to help!
Email: info@startsmartinvesting.com
For any inquiries, please fill in the form below.
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