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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Ivy Wealth Partners

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Charlottesville, VA
Ivy Wealth Partners

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At Ivy Wealth Partners, we make financial planning simple. Our team supports you in achieving your goals and building a lasting legacy.

10/28/2026

We had a fun time at our annual Halloween potluck with Taylor Associates! Such a fun tradition with great food and company 🎃

10/27/2026

Alex Howell met with a Goldman Sachs portfolio manager yesterday who reinforced the idea that there is little evidence of a tech bubble. For perspective, the Nasdaq 100 traded at roughly 60x forward earnings at the peak of the dot-com bubble. Today, Nvidia, one of the most important companies in the world, trades at 15.3x forward earnings, a 75% discount to the valuation levels seen at the dot-com bubble peak.

This chart tracks Nvidia's forward price-to-earnings (P/E) ratio since 2019, and compares the company's share price to its expected earnings over the next 12 months.

10/23/2026

Join us for Diapers & Donuts TODAY and tomorrow from 8am - 12pm! We’re collecting diapers and baby essentials for Stepping Stone, a Charlottesville organization dedicated to helping children get a healthy and safe start to life.

See the flyer for more details and check out Stepping Stone’s impact at steppingstonecville.org. 🍩

10/19/2026

We are in the midst of our Fall Diaper Drive for Stepping Stone! We're collecting diapers and other baby essentials until the end of October.

Stepping Stone is an organization in Charlottesville that provides children—from their earliest days to age three—with essentials that ensure a healthy, safe start to life. To learn more about Stepping Stone's impact, you can visit their website at steppingstonecville.org

If you would like to help, please drop off the requested donations to 310 Old Ivy Rd, Suite 101, Charlottesville.

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.

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!

10/12/2026

We had a great time with Life After Virginia (LAVA) at UVA Homecoming this weekend - thanks for having us!

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.

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

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!

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

https://ivywealthpartners.nm.com/index.htm

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