Firm Mission

Achieving Life Goals

At Ivy League Financial Advisors, our mission is to help our clients achieve their life goals through the proper management of their financial resources.

We understand that making financial decisions is extremely complicated. We also understand that our clients will have to make difficult decisions during their lives. Our role is to help our clients understand their choices and the tradeoffs among various strategies. Over time, we help clients implement the strategies they have selected to reach their stated goals.

These five Core Values are crucial to delivering on our promise to our clients:

  • Competency. We maintain the highest standards of proficiency in wealth management. Our staff professionals have a breadth of education and training, including certifications as a Certified Financial Planner™ and Accredited Investment Fiduciary®. In addition, we stay on top of new developments in personal finance by attending numerous conferences and workshops each year.
  • Comprehensiveness. We believe that only comprehensive financial planning will truly enable our clients to define and reach their goals. Our holistic approach looks at the entire picture. And we look at the big picture for the long term, as we anticipate how our clients’ lives will evolve over years and decades.
  • Fee-Only Compensation. We deliver services on a Fee-Only basis. This is the only way to ensure that financial advice is given with complete objectivity. We have no hidden agenda.
  • Client-Centered. Our fiduciary relationship ensures that our clients’ interests are always first. We live by the Fiduciary Oath of the National Association of Personal Financial Advisors, which is unique in the financial services industry.
  • Complete Disclosure. Prior to an engagement, all of our fees and potential conflicts of interest are disclosed.

Click here to read the NAPFA Fiduciary Oath and to learn more about NAPFA.

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© 2017 Ivy League Financial Advisors LLC
11 North Washington Street, Suite 250, Rockville, MD 20850
P: 301-258-1300 / 877-321-PLAN / F: 301-990-9664 / This email address is being protected from spambots. You need JavaScript enabled to view it.