We Help People Grow Their Money Both Risk-Free and Tax-Free
The Ivy Group is your trusted partner. We utilize our disciplined approach to develop comprehensive plans that protect you and your loved ones in all stages of life. By guiding you through the complexities of insurance and finance, our commitment is clear and solutions are built on mutual trust and transparency.
About Us
The Ivy Group is a Boutique Financial Services Company, co-founded by Eamonn and Krista Brady in 2025.
Committed to achieving your goals and objectives, we inform, educate, and advise you on the right insurance and financial solutions that protect you and your loved ones. We are your trusted insurance and financial consultants for all stages of life.
Our Trusted and Customized Solutions
Tax-Free Retirement Planning
Our market-indexed and permanent life insurance plans, and annuity growth solutions, are designed to secure your financial future, protect your assets, and offer growth potential without the risk of market loss.
Estate Creation and Retention
Our Estate Creation and Retention Solutions help you maximize income and savings to protect your heirs and beneficiaries from unforeseen events or circumstances, and to avoid probate.
HeadStart Plans
Give your children and grandchildren a strong financial foundation. Our child-focused financial plans help to secure their future. We can help get you started to build wealth, fund education, and provide lifelong financial security.
Business Owner Solutions and Succession Planning
Our Business Owner Solutions are customized to help entrepreneurs protect their businesses and optimize tax efficiency. From succession to key employee retention plans, we offer tailored solutions to support growth and promote stability.
Mortgage Insurance
We offer solutions designed to help buyers protect their loved ones with mortgage reduction. If buyers have a mortgage, and should they die before the mortgage term ends, their beneficiaries would be protected from creditors. This solution ultimately protects remaining family members from any financial burden left behind.
We offer risk-free and tax-free Investment solutions for sellers. If sellers are downsizing and sell their home for an amount above list price, we can help them by placing these funds into financial market-indexed plans, with no downside risk of loss.