Our Team
The name Ivybridge is based on two main ideas. Ivy from Greek and Latin representing fidelity and friendship – exactly the type of relationship we feel we build with our clients. And bridge, how we strive to help you to reach your financial goals and achieve a sense of financial well-being. As a team, we believe in hard work, endeavor for continuous improvement in all we do, and operate with a strong service-first mindset.Our sole purpose is to help our clients make better financial decisions. We adhere to a financial planning process that strives for all advice given and financial decisions made to be well informed, made in context, and with minimal bias and emotion. In short, we bring a structured, thoughtful approach to financial decision-making. Being accessible and available to all our clients is a cornerstone of our practice. We’re always just a phone call or email away.Sign up to stay in touch with us!
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Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Individuals & Business Owners
The Role of Legal and Financial Professionals in Estate Planning: A Unified Approach to Family Success
Estate planning isn’t just about documents—it’s about people. Behind every trust, will, or tax strategy is a family with goals, concerns, and a desire for clarity. To truly serve them well, legal and financial professionals must work together to provide comprehensive guidance that reflects both the letter of the law and the financial reality of life. When estate planning is approached as a team effort, clients gain confidence. They no longer have to navigate a maze of disconnected advice, but instead experience the peace of mind that comes from a cohesive, collaborative strategy. As professionals, we owe it to the families we serve to bridge the gap between legal frameworks and financial goals.
Managing Debt While Planning for Long-Term Goals: Creating a Balanced Roadmap
For many adults in their 40s, 50s, and early 60s, life feels like a juggling act. You're supporting your kids, helping aging parents, and trying to save for your own retirement—all while managing personal debt. Whether it’s a mortgage, credit card balance, or lingering student loans, debt can feel like an anchor that’s slowing you down just as you’re trying to move forward. The good news? You don’t have to choose between tackling debt and planning for the future. With a thoughtful strategy, you can make progress on both fronts. Here’s how to create a balanced financial roadmap that supports your long-term goals without ignoring your current responsibilities.
Medicare Planning is Complex—Let’s Work Together to Guide Clients Through the Process
As professionals who care deeply about our clients’ well-being, we know that financial, legal, and health-related decisions are never made in isolation. When it comes to Medicare, the stakes are high—and so is the complexity. With evolving rules, multiple parts, and tight enrollment deadlines, many individuals feel overwhelmed when it's time to make coverage decisions. That’s why collaboration between professionals is more important than ever. Whether you're an attorney, CPA, insurance agent, or trusted advisor, your clients are likely turning to you with Medicare questions—often expecting answers you may not feel equipped to provide. Partnering with a financial advisor who specializes in Medicare planning can elevate the guidance you offer, reduce confusion, and deliver even more comprehensive support to the people you serve. Here’s how we can work together to ensure clients feel confident and protected as they approach this important milestone.
Office Information
Address:
Phone:
Email:
Greenville, Delaware
Phone:
302-516-1774
Email:
ivybridgewealth@janney.com
Lewes, Delaware
Phone:
302-516-1774
Email:
ivybridgewealth@janney.com
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.