Broker Check

The Ivy Wealth Mangement family of companies - with 3 subsidiaries to serve you best

Financial planning is not a do-it-yourself project. You need a sounding board and access to specialists that have your best interests in mind. As fiduciaries, we are bound to ensure that your needs always come first. We take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Ivy Wealth Advisors

Ivy Wealth Advisors

Where do you want to be? How much risk are you comfortable with?

As fiduciaries, we start with a conversation with you to learn about your goals and needs. We provide data so you can make informed decisions. We help you balance risk and reward and we craft a customized portfolio that addresses your situation. We monitor and review with you and make changes as needed.

Ivy Retirement 

Ivy Retirement 

If you are retired – or approaching retirement then you have different needs for this next stage of life.

ROI - Return on Investment becomes secondary to your needs for ROI that is Reliability of Income. We look at your individual situation and offer personalized, hands-on service. We can show you creative ways to think about your financial future.

Ivy Insurance Associates

Ivy Insurance Associates

Insurance plans should never be static. As your needs evolve we will work with you to update your plans and policies to help provide lifelong financial security for you, your family and your business. From life, disability and long-term care insurance to employee benefit programs, we can help reduce and transfer risks to better protect your family. 

Financial Planning

  • Net Worth Statement
  • Accumulation Strategies
  • Estate Planning 
  • Cash Flow Analysis
  • Income Distribution Strategies
  • Education Planning
  • Insurance and Risk Protection Strategies
  • Medicaid Planning
  • Tax Reduction Strategies

Retirement Plans

  • 401(k) and 403(b) Plans
  • 457 Plans
  • Multiple Employer Plans (MEP)
  • Simple IRA, SEP IRA
  • Individual 401(k) Plans
  • Non-Qualified 
  • ESOP

Investment Advisory

  • Investment Accounts (Individual, Joint, UTMA, Trusts)
  • Retirement (Deductible IRA, Non-Deductible IRA, Rollover IRA, Roth IRA
  • Education (Coverdell, 529)
  • Trusts (Revocable, Irrevocable)
  • Emergency Account Management
  • Business Cash Management

Ficuciary Consulting

  • Plan selection and design
  • Request for Proposal (RFP) development and assessment
  • Investment Committee development, guidance, and education
  • Comprehensive plan governance and oversight
  • Target Date Fund selection and analysis
  • Comprehensive fee analysis
  • Quarterly reporting

Insurance and Risk Management Strategies

  • Income Preservation
  • Asset Protection
  • Estate Tax Minimization
  • Legacy Planning 
  • Employer-Sponsored Group Benefits
  • Buy/Sell Agreements
  • Key Man Protection
  • Life, Disability, Long-Term Care, and Hybrid Insurance Policies