Ivy Wealth

Jordan Earles and the team at Ivy Wealth team are knowledgeable, professional, and responsive; a pleasure to work with. Jordan has helped us with our particular situation of several international moves and the fact of having started our formal retirement plan later than normal. He coached us and provided different options to maximize our retirement wealth. We have recommend him to friends and continue to do so.
Apr 4th, 2024

Jordan is an extremely professional, competent and knowledgeable advisor. Highly recommended for all your financial planning and wealth building needs.
Mar 10th, 2024

Jordan is great! We have been with him for years and he is the best! When it comes to wealth management you will not find anyone better!
Mar 6th, 2024

Jordan is wonderful! He is responsive and knowledgeable. Always willing to go the extra mile. He is aware of our goals and is very proactive on what we should be doing investment wise, providing creative options that manage risk and upside opportunity. Before Jordan, we once tried a different advisor in Austin and weren't at all happy. We've been with Jordan for insurance for 10 years and made the complete switch to him after that experience about 8 to 9 years ago. We've recommended him to friends and everyone is incredibly happy. Highly recommended!
Feb 22nd, 2024

It's a pleasure working w Adaeze Jonathin. She's meticulous.
Feb 17th, 2024