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About Ivy League Financial Advisors

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. Good financial planning is about much more than managing your investments. It's about pulling the pieces together--retirement planning, estate planning, insurance needs, college funding, and charitable giving--along with investment management, to provide a personalized road map for achieving your objectives. Our business model is based on the fiduciary standards of loyalty, due care, full disclosure, and utmost good faith to our clients. We can fulfill these standards because we are Fee-Only financial advisors. Since our firm’s inception over 12 years ago, our clients have been our sole source of compensation--we’ve never accepted one dollar from sales commissions or referral fees. This approach allows us to provide objective advice to all aspects of our clients’ financial lives without the conflicts of interest inherent in the products and services provided by traditional, commission-based brokerage firms. Today's financial world is a complex one, and making sense of it all can seem overwhelming. We recognize that each client is unique and deserves to have a solution customized to his or her individual needs.

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