Ivy Wealth Partners

Ivy Wealth Partners At Ivy Wealth Partners, we make financial planning simple. Our team supports you in achieving your goals and building a lasting legacy.

Safia, our Director of Operations, and Alex, our Director of Wealth Management both have birthdays this week! Wishing th...
09/02/2026

Safia, our Director of Operations, and Alex, our Director of Wealth Management both have birthdays this week! Wishing them well ahead as they both celebrate another year around the sun 🎉

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6183B1xVSd

Some of the most recognizable companies are down significantly from their recent highs, while the broader market has hel...
08/26/2026

Some of the most recognizable companies are down significantly from their recent highs, while the broader market has held up much better.
This is a good reminder that while diversification may not be exciting, it can be an important tool for managing investment risk.

If you have questions about your portfolio or investment strategy, we're always happy to have a conversation.

Our mission is simple: to help break down financial planning, so our clients can achieve their goals as they journey thr...
08/24/2026

Our mission is simple: to help break down financial planning, so our clients can achieve their goals as they journey through life. We strive to make every client feel heard and valued, partnering with them to plan for the future and navigate whatever life may bring.

We are grateful for the relationships we have built and for the kind words our clients have shared with us over the years. To learn more about what our clients have to say, visit our website: http://ivywealthpartners.nm.com/about-us/client-testimonials?utm_source=facebook&utm_content=_&agentid=011773

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6180BELqJp

The U.S. yield curve is a key gauge of economic conditions and interest rate trends. As long-term Treasury yields have r...
08/19/2026

The U.S. yield curve is a key gauge of economic conditions and interest rate trends. As long-term Treasury yields have risen to their highest levels since 2007, investors are watching for potential effects on borrowing costs, economic growth, and market performance.

Have questions about your financial future? We can help. Visit us at http://ivywealthpartners.nm.com?utm_source=facebook&utm_content=_&agentid=011773 to schedule a conversation.

Who are the partners of Ivy Wealth Partners?Meet Jacob Penny, Martin Couric, Chris Poe, and Alex Howell. Martin, Jacob, ...
08/17/2026

Who are the partners of Ivy Wealth Partners?

Meet Jacob Penny, Martin Couric, Chris Poe, and Alex Howell. Martin, Jacob, and Alex founded Ivy Wealth Partners in 2024, and Chris joined the team in 2026.

Together, they bring decades of experience helping clients simplify their financial lives. Each offers unique expertise, creating a well-rounded team dedicated to serving individuals and families through every stage of life.

To learn more about our team, visit us at https://ivywealthpartners.nm.com/our-team/meet-our-team?utm_source=facebook&utm_content=_&agentid=011773

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6182BEA05g

If you're a new physician, you may feel overwhelmed by the number of benefit options available to you. Our partners, Chr...
08/13/2026

If you're a new physician, you may feel overwhelmed by the number of benefit options available to you. Our partners, Chris Poe and Martin Couric, work with many physicians and are familiar with the benefit plans offered by local hospitals. They can help you better understand your benefits and options, so you can make informed decisions.

Interested in learning more? Call us at 434.979.0248 or email [email protected] to schedule a conversation.

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan a...
08/10/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6187BEpDnt

Address

310 Old Ivy Way Ste 101
Charlottesville, VA
22903

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14349790248

Website

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