A complete list of active advisors currently associated with IVC Wealth Advisors LLC

Warmer can help you find a great advisor at IVC Wealth Advisors LLC or one who fits your needs even better.

IVC Wealth Advisors LLC is a team-based registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporate entities. The firm provides discretionary portfolio management, pension consulting, third‑party money manager selection, and retirement-account planning, managing roughly $455 million across its client relationships. IVC Wealth develops an investment policy statement for each client and employs fundamental, quantitative and modern portfolio theory analyses to build tailored model allocations that consider tax consequences and client‑imposed restrictions. The firm uses a platform subadviser for automated asset allocation, tax management and rebalancing and may implement strategies that include ETFs (including precious‑metal ETFs), real‑estate funds, annuities, commodities, options and margin when appropriate. Notable distinctions relative to many peers include that several advisors are licensed insurance agents and registered representatives who may offer commissionable products; the firm discloses and documents these relationships and advises clients they may purchase recommended products through other brokers. IVC Wealth also discloses outside business activities (including work with a professional employer organization and small real‑estate entities), periodic vendor‑sponsored client events, and its use of third‑party managers, and describes procedures to monitor and mitigate related conflicts.

To learn more about the advisors currently working at IVC Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.