M. Elizabeth Ivy
Gordon Financial, LLC
Owner, Financial Advisor
Fee-Only CERTIFIED FINANCIAL PLANNER™ located in Charleston, SC, serving clients locally and across the country
Meet M. Elizabeth Ivy
After more than a decade in the financial planning industry, Elizabeth Ivy founded Gordon Financial, LLC in 2015 with the goal of providing highly personalized and client-focused financial planning and investment management services to the Charleston community and beyond. She believes the key to achieving this goal is by keeping the overall number of clients small, so that every client receives the highest level of one-on-one attention from their trusted advisor.
Elizabeth graduated from the Darla Moore School of Business at the University of South Carolina in 2003, earning a Bachelor of Science degree in Finance and Marketing. Before the ink was even dry on her diploma, Elizabeth moved from her hometown of Lexington, SC to the historic and beautiful city of Charleston, SC, where she began her financial career with the Bank of South Carolina. In 2004, Elizabeth joined an established fee-only financial planning firm in Mount Pleasant, SC, first as the Investment Operations Manager, and later as a Financial Planner.
Soon 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. In September of 2015, Elizabeth obtained the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning®.
M. Elizabeth Ivy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
M. Elizabeth Ivy is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact M. Elizabeth Ivy
460 King St, Suite 200
Charleston, SC 29403
1501 Belle Isle Avenue Suite 110
Mount Pleasant, SC 29464