About My Practice
The mission of Ivy League Financial Advisors LLC is to help our clients achieve their life goals through the proper management of their financial resources. We do this via Fee-Only Financial Planning and Investment Advisory Services. As a true financial fiduciary, we are compensated only by our clients and do not receive any commissions from the sale of investment or insurance products. This philosophy lets us "sit on the same side of the table" as our clients and truly do what is best for them without the conflicts of interest which arises from the sale of commission-based products. Fee-Only Financial Planning has been recommended by the AARP, the Consumer Federation of America, State Regulators, Jane Bryant Quinn of Newsweek, and numerous other publication including Forbes, Money Magazine, and Kiplinger's Personal Financial Magazine. Our comprehensive financial plans address the areas that impact our clients' financial well-being: goals and objectives, cash flow, net worth, taxes, retirement planning, investments, insurance needs, education funding and estate planning. We also help our clients implement their financial plans via Investment Advisory Services. This includes defining a detailed Investment Policy Statement which serves as the strategic plan for managing our clients' assets and implementing it through our custodian of choice, TD Ameritrade Institutional Services. Our investment philosophy may be described as 1) defining our clients goals and objectives, 2) providing education about the benefits of diversification and investing for the long-term, 3) implementing a well-conceived investment plan through low-cost index and actively management investment products, and 4) monitoring the investment plan on an ongoing basis. Please contact us for a complimentary initial consultation.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - NAPFA-Registered Financial Advisor, Accredited Investment Fiduciary
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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