Most financial advisors learn about a liquidity event the same way everyone else does. 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. 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. When the equity finally lands, InVestra has generally been ready for a while.