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Ivy League Financial Advisors LLC Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Ivy League Financial Advisors LLC is a financial services firm based in Rockville, Maryland, offering integrated financial planning and investment management. The firm pursues a holistic approach that includes retirement planning, estate planning, insurance needs, college funding, and charitable giving, in addition to investment management.

It operates under fiduciary standards of loyalty, due care, full disclosure, and utmost good faith as a fee-only advisor, avoiding commissions or referral fees. The team is small, indicating a boutique practice focused on delivering objective advice tailored to individual circumstances. The firm has been operating for over 12 years, with a mission to help clients align their financial resources with their personal life objectives.

Find Ivy League Financial Advisors LLC employees' phone numbers or email addresses

Ivy League Financial Advisors LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Ivy League Financial Advisors LLC's Leadership

  • Stylized image of a person
    C. B.
    President And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. C.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Business Development
    Phone icon
    Mobile Phone

Ivy League Financial Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Ivy League Financial Advisors LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    President And Founder
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 08, 2026
  • Stylized image of a person
    L. C.
    Director Of Operations
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. K.
    Business Development
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 17, 2024

Frequently Asked Questions

What is Ivy League Financial Advisors LLC known for?

Minus sign iconPlus sign iconIvy League Financial Advisors LLC was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 11 North Washington Street Suite 250 Rockville, Maryland 20850 United States; you can contact the main corporate office by phone at
+1-301-258-****
. Explore Ivy League Financial Advisors LLC's company overview page for more information.

What is Ivy League Financial Advisors LLC's most common email format?

Minus sign iconPlus sign iconIvy League Financial Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ivy League Financial Advisors LLC email formats with LeadIQ.

How many employees does Ivy League Financial Advisors LLC have currently?

Minus sign iconPlus sign iconIvy League Financial Advisors LLC has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Ivy League Financial Advisors LLC's key employees and leadership?

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As of June 2026, Ivy League Financial Advisors LLC's key employees include:

  • President And Founder: C. B.
  • Director Of Operations: L. C.
  • Business Development: B. K.

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