A complete list of active advisors currently associated with Ivy League Financial Advisors LLC
Warmer can help you find a great advisor at Ivy League Financial Advisors LLC or one who fits your needs even better.
Ivy League Financial Advisors LLC advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities, trusts, estates, and charitable organizations, managing roughly $188.7 million for about 102 clients through a three‑advisor team. The firm offers discretionary and non‑discretionary portfolio management, standalone financial planning and implementation services, and retirement plan consulting for plan sponsors and trustees. The firm establishes a written investment policy statement (IPS) with each client and implements either “Growth” portfolios built principally with diversified mutual funds, ETFs and individual bonds or “Withdrawal” portfolios that hold multi‑year cash reserves and more conservative allocations to support income needs. Portfolios are monitored on an ongoing basis and, for retirement plans, the firm provides selection and monitoring of investment lineups and participant education to assist plan participants in their investment decisions. The brochure discloses some practices that are less common among peers: the firm may engage compensated promoters to introduce prospective clients and uses third‑party aggregation/reporting platforms (for example, ByAllAccounts) and custodial support that can include marketing and educational events, which it notes can create potential conflicts of interest. It also highlights the use of Dimensional Fund Advisors funds that are generally available only through approved advisers and explicitly discloses ERISA fiduciary engagements and participant education as part of its retirement plan services, features that are relatively uncommon among similar firms.
To learn more about the advisors currently working at Ivy League Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Rockville, MD
| 23
| |
Rockville, MD
| 2
| |
Rockville, MD
| 5
|
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