- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Mt. Pleasant, SC
Elizabeth Ivy is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Elizabeth Ivy began her financial career in Charleston with the Bank of South Carolina, but in 2004, began managing the investment operations at Morris Financial Concepts, Inc. in the Old Village in Mount Pleasant, SC.
After completing Boston University's CERTIFIED FINANCIAL PLANNER™ Certification Education program in 2008, Elizabeth passed the CFP® Board of Standard's Certification Examination, and became a CERTIFIED FINANCIAL PLANNER™ Professional.The CFP® designation is widely recognized as the gold standard of excellence for personal financial planning. For more information, please see the Certified Financial Planner Board of Standards, Inc. website at www.cfp.net.
Elizabeth remained a lead financial planner at Morris Financial Concepts until starting her own Registerd Investment Advisory firm, Gordon Financial, LLC. Utilizing her extensive experience in the financial services industry, including accounting, banking, investment operations, and personal finance, Elizabeth looks forward to providing clients with an unparalleled level of personalized service. She enjoys helping clients achieve their life goals and dreams with integrative financial planning and investment management.
Elizabeth lives in Mt. Pleasant, SC with her husband Nate, and two daughters Madelyn and Ellie. They love living in the Lowcountry, and try to take advantage of everything Charleston has to offer.