We live in a complex world where life moves quickly and one must navigate through endless amounts of information. At Ivy Wealth Partners, we want to make it simple for you. Our process is comprehensive and straight forward. Let’s identify and establish your most important goals and create impactful solutions that help you make progress. Those are the keys to a successful financial plan.
Our team of credentialed advisors and staff will provide tremendous support for you while you work to reach your goals. By design, we want that support to not only reach you, but the future generations as well. If we can help you thrive financially and create an impactful legacy, that leaves more time for you and your family to enjoy what you love to do most.
An Award Winning Team
Martin Couric has been recognized by Forbes as a Best-In-State Top Next-Gen Wealth Advisor and Top Financial Security Professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Forbes Best-In-State Top Next-Gen Wealth Advisors list (August 2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of March 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.