Your Future Deserves a Plan Built Around You.
We help individuals, families, and business owners build a legacy of lasting wealth, no matter where they are in life.
The Ivy Group is a Boutique Financial Services Company
Co-founded by Eamonn and Krista Brady in 2025, The Ivy Group provides individuals, families, and business owners with a clear path through every financial season of life. With decades of financial and insurance experience, we stay ahead of the fast-moving technology and industry changes that matter most to our clients.
Our Core Values Embrace Education
We provide clients with clear, educational guidance, consistent expertise, and the confidence that comes from having a trusted partner through life. Our core values define who we are, as we uphold them for every client at every stage of life.
EDUCATION
Sound financial planning through education is the foundation upon which legacies are built, families are protected, and futures are secured. We provide clients with clear, educational guidance, consistent expertise, and the confidence that comes from having a trusted partner through life.
We simplify complex strategies that help people protect what matters most.
Our supporting values that reinforce our focus on education are the following:
Clarity
We think of clarity as the highest form of education. We don't use jargon or highly complex terminology. We break down concepts into their simplest elements that help clients make confident financial decisions.
Trust
We bring the "steady hand" clients can rely on. We earn trust through clarity, consistency, and education. We do not sell to, pressure, or confuse our clients. Instead, we always educate and align the right solutions with their best interests.
Personal Connection
We guide with empathy and clarity. We actively listen and apply a consultative and customized approach to every circumstance. Our guidance is meaningful, relevant, and easy to act on.
Legacy
We help shape present and future objectives. Simply put, we help clients achieve their goals, dreams, and long-term security for generations to come.
Harnessing the Power of Compound Interest
Market-Linked, Index-Based Strategies
Many people think they know about their finances and retirement, and they either think they have enough saved or that Social Security will be enough to sustain them. In reality, they often don't know what their options are. They lack clarity and direction, and they need more financial education.
They are often invested directly in strategies that aren't tax-advantaged and most of them have experienced the rollercoaster rides for decades.
When you are directly invested only in the stock market, you are exposed to losses; you are not taking advantage of compound interest and locked-in gains. We specifically help grow your money both tax-advantaged and risk-free, by providing unique market-linked/index-based Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIAs).
These are solutions that 85-90% of the population either doesn't understand or know about. We're here to change that.
Indexed Universal Life (IUL): Tax-Advantaged Retirement Planning
An IUL is one of the most powerful financial tools available - but only when it's designed correctly. We take a consultative, client-first approach to IUL design, ensuring every policy is built to serve your specific goals, your timeline, and your legacy. An IUL combines tax‑advantaged growth, strategic income design, and long‑term protection to help give you financial peace of mind for life's milestones and events and during retirement. Through this solution, we help grow wealth utilizing an accumulating cash value component that is tracked by the performance of a market index with no risk of loss.
Estate Creation and Retention
Our estate creation and retention solutions help families create and protect the legacy they want to leave to the next generations. We help design solutions that build wealth, prevent unnecessary loss to taxes or expenses, and make sure your loved ones receive the full benefit of what you’ve worked hard to build. From creating an immediate estate through life insurance, we help you protect what you've built and pass it on with clarity.
Juvenile IULs - Financial Head Start Plans
Our Juvenile Financial Head Start Plans help families give their children and grandchildren a strong start in life. These plans provide lifelong coverage, guaranteed protection, and a growing cash value that can support future needs like education, marriage, first homes, and other major life milestones. We help build that strong financial foundation which grows with your children throughout their lifetimes.
Business Owner Solutions and Succession Planning
We help business owners safeguard what they’ve built. Our business planning solutions support owners at every stage—protecting key employees, securing business continuity, funding succession plans, and strengthening long‑term financial stability. We help you reduce risk, preserve value, and build a business that lasts.
Mortgage Protection
We offer mortgage insurance solutions that are designed to help buyers protect their loved ones through mortgage reduction. If buyers have a mortgage, and should they die before the mortgage term ends, their beneficiaries would be safeguarded from creditors. We help protect remaining family members from any financial burden left behind.
Additionally, we provide risk-free and tax-advantaged investment solutions for sellers. More specifically, if sellers are downsizing and need the right solution in which to place any portion of their profit into plans that foster accumulated growth and/or protection, we can help create such solutions that ensure safety of principal with downside protection.
Fixed Indexed Annuities (FIA): Personal Pension Plans
We design Fixed Indexed Annuity solutions directly around everyone's #1 Retirement Fear: Running out of Money. Whether your goals are designed for growth, accumulation, and/or guaranteed income in retirement you cannot outlive, we have a solution that fits your needs. Additionally, many of our carrier partners provide premium bonuses that begin in your first contract year, with ability to withdraw a certain percentage - penalty free - for the length of the contract period. When the contract period ends, you are free to withdraw any amount. A portion of your 401K, IRA, etc., can be rolled over easily through our guided, educational approach. Similar to how IULs work, an FIA can also help offset the impact of a down market.