Financial planner · Denton, TX · reviewed since 2022
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.100SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#2 of 14 wealth management firmsiPosition by Experts Score among all companies we track in this category. · better than 92%
5.0★★★★★37 Google reviews · 1 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and value; weakest: reliability.
Ivy WealthWealth Management Firms median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Ivy Wealth: 100/100 on this factor. Category median: 99.A
100
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Ivy Wealth: 99/100 on this factor. Category median: 99.A
99
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Ivy Wealth: 100/100 on this factor. Category median: 99.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Ivy Wealth: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet.–
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Bar = this company · dark tick = category median.
Star ratings
37 Google reviews we collected
5.0of 5
5 stars37100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 36 written reviews
100%praise
Praise70100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price467%
Reasonable233%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude2029%
Would recommend1623%
Communication1217%
Honesty & trust913%
Speed & response811%
Quality & results57%
What customers talk about
We read 36 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Wonderful company to work with, our advisors are fabulous, very helpful and caring.”
“I would recommend them to anybody looking for someone to handle their retirement funds or any investments for that matter my opinion, none better.”
“Jordan and Mike are always willing to help and explain things to those of us who are not financial wizards.”
“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.”
“Super responsive, kind, and always on it when I need something handled.”
“Communication and education is top notch and the breadth of investment options is more than I've had available elsewhere.”
People customers mention
Jordan14 reviews
Earles8 reviews
Mike4 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Ivy Wealth for 4 kinds of job. Pick one to see what they paid and said.
ScottLocal Guide · 9 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★
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…
Great priceFinancial planRetirement savings consultingInvestment advising
Gary2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
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.
Financial plan
Rogan3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
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!
Teresa7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
Wonderful company to work with, our advisors are fabulous, very helpful and caring. Highly recommend!!!!
Danny7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
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
Financial planInvestment advising
Jim12 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
Unmatched personal attention putting together our retirement plan-offered options not discussed by other firms-looking forward to continuing our relationship
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.
Services: Financial plan
Rogan McDaniel3 reviewsiTotal number of Google reviews Rogan has written across all businesses on Google Maps, not just this one.
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!
Teresa Mann7 reviewsiTotal number of Google reviews Teresa has written across all businesses on Google Maps, not just this one.
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
Services: Financial plan, Investment advising
Jim Schlueter12 reviewsiTotal number of Google reviews Jim has written across all businesses on Google Maps, not just this one.
Unmatched personal attention putting together our retirement plan-offered options not discussed by other firms-looking forward to continuing our relationship
Price assessment: Great price
Services: Financial plan
Charles BockwithLocal Guide · 12 reviewsiTotal number of Google reviews Charles has written across all businesses on Google Maps, not just this one.
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!
Price assessment: Great price
Services: Financial plan
Matt Hart4 reviewsiTotal number of Google reviews Matt has written across all businesses on Google Maps, not just this one.
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.
Julie ElanderLocal Guide · 13 reviewsiTotal number of Google reviews Julie has written across all businesses on Google Maps, not just this one.
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!
