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
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.
Retirement Planning After Divorce: Rebuilding and Realigning
A New Chapter Deserves a New Plan Divorce marks a major transition—emotionally, legally, and financially. And for many, it comes with a host of questions about the future, particularly around retirement. Whether you were the one managing the household finances or not, the end of a marriage often leads to uncertainty about long-term financial security. The truth is, divorce can significantly impact your retirement savings and strategy. But with thoughtful planning and expert guidance, it's entirely possible to rebuild a retirement that reflects your new goals, values, and lifestyle.
Avoiding Costly Medicare Enrollment Mistakes: What You Need to Know
Enrollment Deadlines Can Cost You—Don’t Miss Them! Let’s Make Sure You’re On Track Medicare is one of the most important programs you’ll interact with as you approach retirement—but it’s also one of the most confusing. With multiple parts, deadlines, and rules that vary based on your situation, it's no surprise that so many people make costly mistakes when enrolling. And unfortunately, those mistakes can lead to permanent penalties, gaps in coverage, or unnecessary out-of-pocket expenses. If you’re juggling responsibilities like helping aging parents, supporting children, and managing your own retirement plans, staying on top of Medicare might feel overwhelming. But the truth is, understanding the basics—and getting expert guidance—can save you time, money, and stress down the line. Let’s walk through the most common Medicare enrollment mistakes and how you can avoid them.
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.