Comprehensive Planning Partners Competitors

At Ivory Wealth Management we believe in a better way. We founded Ivory to be the kind of place where we’d want to be clients! We treat our clients with the care and respect we’d expect ourselves by getting to know you, and making sure we understand your goals for the future. We understand that investing is more than just a numbers game. We care about your reasons for investing and will tailor an investment approach to meet your specific needs. We empower our clients to feel confident with their investment decisions. We are happy to answer any questions you might have. Our goal is to make sure you can breathe easy, secure in the knowledge that your money is working effectively for you. • info@ivorywealthmgmt.com • www.finra.org • www.sipc.org • Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Ivory Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures • This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Richard K. Shields, Jenna R. Thornton and David Broyles are registered representatives offering securities through United Planners Financial Services. Member FINRA/ SIPC Investment advisory services are offered through Synergy Financial Group of Arizona, a Registered Investment Advisory Firm in the state of Arizona. United Planners does not provide tax or legal advice. United Planners and Synergy Financial Group of Arizona are independent companies. ...

At JLB Wealth Management Group, our goal is to get to know you and to help you achieve not only your financial goals but your dreams too....and to give you peace of mind knowing that your financial future is in the right hands. Our view is that there is no "one size fits all" approach to financial planning. Your situation and future goals areunique to you therefore, so is the plan that we design for you. We don't take a cookie cutter approach to financial planning. Your plan is created specifically for you personally considering your personal goals, your timeline, your risk tolerance and many other components that are factored into the planning process. JLB Wealth Management Group is an independent financial planning firm that is entirely unaffiliated with any mutual fund family or insurance group. Our advice to you is entirely objective and based exclusively upon what is most advantageous for you and how best to achieve your goals.