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 serves individual and high-net-worth clients as well as retirement plans, providing ongoing investment advisory and financial planning services. Its offerings include non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referral placement with third‑party money managers. The firm generally operates on a non-discretionary basis, obtaining client approval before executing transactions and using platforms such as Orion Portfolio Solutions and institutional strategists for model portfolios. It also provides packaged planning services (including a concierge planning option and retirement income planning) and holds educational seminars and workshops for clients and the public. Distinctive features include that reported assets are managed almost entirely on a non‑discretionary basis, the principal maintains a separate insurance practice (spending more than half of his time and receiving commissions), and the firm receives ongoing referral fees when placing clients with third‑party managers — relationships and compensation arrangements the brochure discloses as potential conflicts. The combination of ERISA 3(21) consulting, free public seminars, and a mix of platform-based strategist models with third‑party referrals is less common among similarly sized advisory firms.

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.