Google reviewers rate Ivy Wealth five stars based on thirty-seven reviews, with the owner responding to only three percent of them. Customers describe the firm as a one-stop shop for retirement planning, wealth management, and business finance, noting that advisors offer diverse investment options and tax strategies. Recurring themes highlight clear communication, accessibility, and patient education that helps clients understand complex financial concepts without feeling pressured. No common criticisms appear in the provided excerpts, as all reviews are five-star ratings praising the personalized service and knowledgeable staff.
Google rating: 5.0 out of 5 from 37 reviews (100% five-star).
Reviews on this page: 37 Google reviews (36 with written comments).
Owner responses: the business replied to 3% of reviews.
Reviews from Google, shown as published (original wording, unedited).
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Scott SlackLocal Guide · 9 reviews
★★★★★
Jordan and Mike are always willing to help and explain things to those of us who are not financial wizards. They have done very well with my investment money that I count on for retirement. I have been involved with others who were shall we say not as easy to get along with and did not get the same results. I would recommend them to anybody looking for someone to handle their retirement funds or any investments for that matter my opinion, none better.
Scott
Great advisors, listen to your wants and needs, I have quarterly meetings, very easy to get a hold of and answer all you questions. I highly recommend Ivy Wealth.
Mike has helped me in so many ways over the years with my finances. From retirement planning, to business planning for my law firm, and protecting my best interest every step of the way. Mike and the team at Ivy Wealth have been a huge resource for me and truly are a one stop shop for financial services. Could not recommend more highly!
I have worked with Jordan for about 8 months and there has never been a bad experience
Jordan has been able to help me Plan and strategize our next five steps in my wealth building journey. I highly recommend him to any individuals looking to preserve and grow their wealth
Unmatched personal attention putting together our retirement plan-offered options not discussed by other firms-looking forward to continuing our relationship
Very knowledgeable and has a wide variety of investment options. Many options have sophistication for the high wealth investor who desires a wide and diversified portfolio. Also, some of their selections provide attractive tax strategies! They warrant a close look if you want to have stable, conservative choices to grow your portfolio.
Mike & Jordan with Ivy Investment Group have been amazing. Their knowledge and product options not only work for me, but my client’s in the Real Estate industry. I would highly recommend them to anyone I know!
I've worked with Jordan Earles for over 10 years. When I first started working with him, I was financially immature and, frankly, broke. There was very little for him to gain by taking the time to help me, yet he still gave me thoughtful advice without ever talking down to me or making me feel embarrassed about my situation. At no point did I ever feel pressured to buy anything or make decisions that weren't in my best interest.
Over the years, Jordan has consistently educated, encouraged, and guided me as my financial situation has improved. Today, I'm in a much stronger position, with a wife and family who depend on me, and I trust Jordan with my family's financial future.
What stands out most is that Jordan has always taken a long-term approach to relationships. He invested his time in me long before there was any financial benefit to him, and that says a lot about his character. He's knowledgeable, patient, and always willing to explain the "why" behind his recommendations.
Jordan is a man of integrity who genuinely cares about the people he serves. I recommend him without hesitation.
I was interested in moving from our current financial advisor to one that would have more "out of the box" suggestions than just things likestocks/bonds, annuities, and gold. I looked into at least 8 advisors online, and my husband and I spent time talking rather extensively with 4 of them. We also attended a couple of advisor seminars in our area. None of them were really what I was looking for. Then I came across Ivy Wealth. Not only were Jordan and Mike extremely personable and down to earth, their advise was exactly what I was looking for. They had some suggestions I had never even heard of from our two previous advisors or any of the advisors we had spoken with. We've been with Ivy Wealth a couple of years now and have been extremely happy with them. They are easy to get ahold of through text, emails, calls, or meetings, which is important to me. They are hands-on with our portfolio and know it extremely well whenever we talk. Whenever you talk with them, their knowledge of your portfolio makes you feel like you are their only client! They definitely understand you as a person--your wants, needs, focus, personaliy, etc--and indivualize your portfolio with these things in mind.
I could go on and on, but suffice it to say we could not be happier or recommend Ivy Wealth more highly!
