Who We Are
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!
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.