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• Accredited Investment Fiduciary™ (AIF™) | Washington DC - Ivy League Financial Advisors LLC

  The Accredited Investment Fiduciary™ was started in the early 2000s to provide a mark of the highest standard of ethical conduct by investment professionals. This new program that has attracted a grea...

• How to Find a Financial Advisor That Puts Your Interests First - Meet Ivy League Financial Advisors

  Finding a financial advisor that you not only feel comfortable with, but most importantly, that you trust to manage your investments is not always an easy task.With so many different types of “advisor...

• Certified Financial Planner | CFP | Washington DC - Ivy League Financial Advisors LLC

  A Certified Financial Planner™ (CFP®) is a mark of distinction that is held by fewer than 5% of financial planners. When a CFP® also operates as a true Fee-Only professional, you have the best of both...

• Tax Analysis - Ivy League Financial Advisors LLC

  Taxes have a significant effect on the financial security of people at every stage of life. Working people pay income taxes, homeowners pay property taxes, and ...

• Financial Planning Process - Ivy League Financial Advisors LLC

  Before we begin planning for your financial future, we meet to discuss how we’re going to work together to accomplish your life goals. This is also a time for y...

• Financial Planning for Attorneys - Ivy League Financial Advisors LLC

  Lawyers know what it’s like to uphold a position of trust—and that’s exactly the role that Ivy League Financial Advisors plays for our clients. We are one of the top Washington, DC area firms to provi...