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.

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]

At Ivy Wealth, one of our main values is continued learning and growth within our team. That being said, congrats to Ale...
09/30/2026

At Ivy Wealth, one of our main values is continued learning and growth within our team. That being said, congrats to Alex Howell, for passing level 1 of the CFA (Chartered Financial Analyst) exam!

Partner and Director of Wealth Management, Alex Howell, connected with advisors and gained insights on financial hot top...
09/28/2026

Partner and Director of Wealth Management, Alex Howell, connected with advisors and gained insights on financial hot topics at Fidelity’s Advisor Growth & Investment Forum last week.

The conference was held in Boston, so he got to swing by his alma mater, Boston College, too!

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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