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.

Join us in congratulating our Director of Business Development, Grace Michel, for passing the Series 7! We're proud of G...
07/15/2026

Join us in congratulating our Director of Business Development, Grace Michel, for passing the Series 7! We're proud of Grace's hard work and commitment to growth.

Looking for financial guidance from a nationally recognized team? You’re in the right place. Congratulations to our Part...
07/14/2026

Looking for financial guidance from a nationally recognized team? You’re in the right place. Congratulations to our Partners Martin Couric and Chris Poe who were recently recognized as Forbes | SHOOK Best-In-State Financial Security Professionals.

(July 2026), based upon data as of December 30 the previous year. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6182BDmYhq

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6189B6tSG3

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6188B89010

Charlottesville native, Nikki Drozda, joined us this month as Director of Talent Development! Her role at Ivy Wealth wil...
06/24/2026

Charlottesville native, Nikki Drozda, joined us this month as Director of Talent Development! Her role at Ivy Wealth will include recruiting and supporting new financial advisors within the Charlottesville community. Join us in welcoming Nikki to the team!

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6186BDGCli

We had the most beautiful time learning about floral design from the ladies at The Dogwood Tree Florist 🌸
06/19/2026

We had the most beautiful time learning about floral design from the ladies at The Dogwood Tree Florist 🌸

Juneteenth is a day to reflect on history and recognize progress, while reaffirming a shared commitment to belonging and...
06/18/2026

Juneteenth is a day to reflect on history and recognize progress, while reaffirming a shared commitment to belonging and community.

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6185B8628U

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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