A complete list of active advisors currently associated with The Ivy League Advisory Group, LLC

Warmer can help you find a great advisor at The Ivy League Advisory Group, LLC or one who fits your needs even better.

The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high‑net‑worth clients, and retirement plans, offering non‑discretionary asset management, ongoing financial planning packages, limited‑scope ERISA 3(21) plan services, and access to 529 college‑savings options. The firm also arranges relationships with third‑party money managers and holds public educational seminars and workshops. ILA’s asset management is structured as non‑discretionary: the brochure discloses $35,116,035 in non‑discretionary assets under management and no discretionary AUM, and the firm states it obtains client approval prior to executing transactions. The firm uses third‑party platforms such as Orion Portfolio Solutions’ strategist program and refers clients to managers like Gradient Investments to implement model portfolios while performing ongoing monitoring and periodic (typically quarterly) reviews. Noteworthy distinctions include that the firm’s principal maintains an active insurance practice—spending more than half of their time as an insurance agent and receiving commissions—and that ILA receives referral fees and incentive payments from third‑party managers; these relationships and potential conflicts are disclosed in the brochure and described as mitigated by policies and fiduciary obligations. The firm also emphasizes no stated account minimums and free public seminars, features that may matter to prospective clients comparing non‑discretionary service models and compensation arrangements among peers.

To learn more about the advisors currently working at The Ivy League Advisory Group, 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.