Alex has been a great source of financial wisdom over the last few years post-college as I have worked toward greater financial security. He has been personable, professional, and a pleasure to work with. In particular, he took the time to understand where I was at in my knowledge of money and finance, and he was honest about solutions that might not fit my situation even if it meant less short-term rewards for him as an advisor. I would highly recommend Alex for anyone who is seeking both general financial advice as well as looking for ways to increase long-term financial security.
Thoughtful, thorough, and data-driven, Ivy Wealth Partners has been great to work with, providing easy to follow analysis and recommendations to help inform our financial planning goals. As COVID-19 was disrupting all facets of life, including financial markets, we had questions about how best to: manage savings planned for our college-age children’s college costs, set up a 529 for our first grandchild, as well as better retirement planning for an uncertain future. For anyone looking for a financial wellness assessment, complete financial retirement planning analysis or maybe looking for some help with planning for college costs, I highly recommend the Ivy Wealth Partners team. I have found them to be highly professional and committed to building a successful, long-term relationship.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.