Small Business Owners

Small-business owners and entrepreneurs are highly motivated people. They are driven to make their companies successful. They are always on the go, and they try to seize every opportunity. But that single-minded focus can take a toll on other aspects of life, including managing one’s personal finances.

Ivy League Financial Advisors understands small business. We are a small business, and we have been providing financial planning for business owners in the Washington, DC, area for nearly two decades.

In creating financial plans for entrepreneurs in all types of businesses, we have learned which personal financial issues keep business owners up at night and interrupt their focus on their companies during the day. With our knowledge and experience, we are in a position to offload that stress by becoming partners in the management of any business owner’s long-term financial future.

Our comprehensive financial planning services for small-business owners takes into account both family priorities and business needs. We carefully develop financial plans that take advantage of opportunities to build security for entrepreneurs and their families. Our services include:

  • Asset allocation and ongoing investment management advice
  • Retirement plan design and selection
  • Risk management
  • Estate planning
  • Cash flow management
  • Planning for new investors, partners or successors

Find out how we will develop and monitor a long-term financial plan designed for your unique needs. With new confidence that your financial future is on the right track, you can get back to the business of building your company.