About Us
Since 1999, Ivy League Financial Advisors has been recognized as one of the top wealth managers in Maryland, Washington D.C., and Virginia by Financial Advisor Magazine and Wealth Manager Magazine. We developed our reputation by delivering superior service and independent thinking that is built on a client-first commitment.
Ivy League Financial Advisors: A Higher Standard of Financial Advice ©
Three factors set us apart from other independent wealth managers. These factors helped us to be named a top wealth manager in the Washington D.C. metro area.
- The Fiduciary Standard. As a fiduciary for our clients, we are required to act with undivided loyalty them at all times. We live by a commitment to transparency in our compensation. We charge no hidden fees, and we receive no commissions, discounts, or kickbacks from providers of financial products. Also, we disclose all potential conflicts of interest prior to our engagement as an advisor, and prior to any financial decision. Few other “financial advisors” can make these promises.
- NAPFA Membership. Ivy League Financial Advisors is a proud member of the National Association of Personal Financial Advisors (NAPFA), the premier organization for financial advisors. In the early 1980s, NAPFA pioneered the concept of Fee-Only financial planning, and it holds its members to the highest standards of education, experience, and conduct in the industry. Learn what it means to be a NAPFA Advisor.
- Our Service Model. Unlike big-name broker/dealer firms, we don’t treat clients like just another account number. Each client receives individual attention that is focused on their unique financial situation and planning goals. We build long-term relationships with clients that grow stronger as their lives evolve, their goals are achieved, and new goals emerge.
Find out what it means to work with a comprehensive, fee-only financial planning and investment advisory firm whose only loyalty is to you. Contact us today.