Ivy Wealth Partners

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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.

Join us for Diapers & Donuts TODAY and tomorrow from 8am - 12pm! We’re collecting diapers and baby essentials for Steppi...
10/23/2026

Join us for Diapers & Donuts TODAY and tomorrow from 8am - 12pm! We’re collecting diapers and baby essentials for Stepping Stone, a Charlottesville organization dedicated to helping children get a healthy and safe start to life.

See the flyer for more details and check out Stepping Stone’s impact at steppingstonecville.org. 🍩

We are in the midst of our Fall Diaper Drive for Stepping Stone! We're collecting diapers and other baby essentials unti...
10/19/2026

We are in the midst of our Fall Diaper Drive for Stepping Stone! We're collecting diapers and other baby essentials until the end of October.

Stepping Stone is an organization in Charlottesville that provides children—from their earliest days to age three—with essentials that ensure a healthy, safe start to life. To learn more about Stepping Stone's impact, you can visit their website at steppingstonecville.org

If you would like to help, please drop off the requested donations to 310 Old Ivy Rd, Suite 101, Charlottesville.

Alex Howell, along with Matt Laird, Greg Mavraganis, and Ryan Katstra participated in the Red Shoe Charlottesville Class...
10/15/2026

Alex Howell, along with Matt Laird, Greg Mavraganis, and Ryan Katstra participated in the Red Shoe Charlottesville Classic on Monday!

This is an annual event held at Glenmore that directly benefits Ronald McDonald House Charlottesville.

Alex Howell, along with Matt Laird, Greg Mavraganis, and Ryan Katstra participated in the annual Red Shoe Charlottesvill...
10/15/2026

Alex Howell, along with Matt Laird, Greg Mavraganis, and Ryan Katstra participated in the annual Red Shoe Charlottesville Classic on Monday.

This is an annual event held at The Club at Glenmore that directly benefits Ronald McDonald House Charlottesville!

We had a great time with Life After Virginia (LAVA) at UVA Homecoming this weekend - thanks for having us!
10/12/2026

We had a great time with Life After Virginia (LAVA) at UVA Homecoming this weekend - thanks for having us!

Today is World Financial Planning Day which is a great time to check in on where you are in life and goals you have for ...
10/07/2026

Today is World Financial Planning Day which is a great time to check in on where you are in life and goals you have for the future.

At Ivy Wealth, we believe financial planning doesn't have to be complicated. We're here to help make a plan that’s best for you, so you can focus on what matters most.

JJ and Jacob took to the course yesterday to support First Tee - Virginia Blue Ridge, an organization that helps kids de...
10/06/2026

JJ and Jacob took to the course yesterday to support First Tee - Virginia Blue Ridge, an organization that helps kids develop meaningful life skills through golf.

To read more about the impact First Tee is making in the Virginia Blue Ridge region, you can visit their website at firstteevirginiablueridge.org

One of our clients stopped by with awesome gifts today - custom coasters and cutting boards. We feel so lucky to be his ...
10/02/2026

One of our clients stopped by with awesome gifts today - custom coasters and cutting boards. We feel so lucky to be his first customer!

One of our clients stopped by with awesome gifts today - custom coasters and cutting boards. We feel so lucky to be his ...
10/02/2026

One of our clients stopped by with awesome gifts today - custom coasters and cutting boards. We feel so lucky to be his first customer!

Historically, Q4 returns have been the strongest in midterm election years compared to pre-election years, presidential ...
10/02/2026

Historically, Q4 returns have been the strongest in midterm election years compared to pre-election years, presidential election years, and a president's first year in office. This information can help advisors provide context for clients heading into the final months of the year.

If you have any questions, we'd be happy to have a conversation! You can reach us at (434) 979-0248 or [email protected]

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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