"One of the area's leading wealth management teams, The Ivey Group is focussed on helping clients reach their financial goals through a customized investment portfolio and financial plan.
We manage investment portfolios for individual clients and business owners, and we work hard to earn our clients’ absolute trust by providing attentive and knowledgeable service – we want every client to feel like he or she is our most important client.
It’s why The Ivey Group has been one of the leading investment teams in this area since 1989, something we are very proud of.
Our goal is to help our clients build and preserve their wealth, so they can enjoy a comfortable and worry free retirement."
– Carol Ivey