Ivy League Financial Advisors LLC
So tell me, what is it you plan to do with your one wild and precious life?
That’s an important question we often ask our new clients. It gets to the heart of our mission at Ivy League Financial Advisors LLC—helping our clients achieve their life goals through the proper management of their financial resources.
At Ivy League, we provide a Higher Standard of Financial Advice© to our clients. We believe that great financial planning is about much more than just managing your investments. It’s about pulling all the pieces together—retirement planning, estate planning, insurance needs, college funding, and charitable giving—along with investment management, to provide a personalized roadmap for achieving your objectives.
We recognize that each client is unique and deserves to have a solution customized to his or her individual needs. We invite you to call us to schedule a complimentary initial consultation to see if we are the right fit for you.