Ivy League Financial Advisors LLC

About

Ivy League Financial Advisors LLC is an independent, Fee-Only fianncial planning and investment advisory firm serving Washington DC, Maryland, and Virginia

Story

Founded in 1999 by firm President Christopher N. Brown, MBA, CFP®, AIF®, Ivy League Financial Advisors LLC is a Truly Comprehensive, Strictly Fee-Only, & Always a Fiduciary financial planning and investment advisory firm that has been consistently rated among the top financial advisors in the Washington, DC metro area.

From its office in Rockville, MD, the firm provides a Higher Standard of Financial Advice© through a wide range of wealth management services: Comprehensive Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning and Financial Education.

Mission

At Ivy League Financial Advisors, our mission is to help our clients achieve their life goals through the proper management of their financial resources.

We understand that making financial decisions is extremely complicated. We also understand that our clients will have to make difficult decisions during their lives. Our role is to help our clients understand their choices and the tradeoffs among various strategies. Over time, we help clients implement the strategies they have selected to reach their stated goals.

These five Core Values are crucial to delivering on our promise to our clients:

Competency. We maintain the highest standards of proficiency in wealth management. Our staff professionals have a breadth of education and training, including certifications as a Certified Financial Planner™ and Accredited Investment Fiduciary®. (LINK HERE to 4c and 4d) In addition, we stay on top of new developments in personal finance by attending numerous conferences and workshops each year.

Comprehensiveness. We believe that only comprehensive financial planning will truly enable our clients to define and reach their goals. Our holistic approach looks at the entire picture. And we look at the big picture for the long term, as we anticipate how our clients’ lives will evolve over years and decades. (Link to 2a)

Fee-Only Compensation. We deliver services on a Fee-Only basis. This is the only way to ensure that financial advice is given with complete objectivity. We have no hidden agenda.

Client-Centered. Our fiduciary relationship ensures that our clients’ interests are always first. We live by the Fiduciary Oath of the National Association of Personal Financial Advisors, which is unique in the financial services industry. Link to below or to 5f about NAPFA

Complete Disclosure. Prior to an engagement, all of our fees and potential conflicts of interest are disclosed.