Plan to Strengthen Today.
Protect to Preserve Tomorrow.
Gain Financial Peace of Mind
Now and for Generations to Come.
We Help People Grow Their Money Both Risk-Free and Tax-Free
You need security in an uncertain world. For all of life's changes and unforeseen events, we are here to help build, preserve, and retain your wealth. Our financial and life protection solutions can prove it. We are your trusted financial consultants for all stages of life.
About Us
The Ivy Group is a Boutique Financial Services Company, co-founded by Eamonn and Krista Brady in 2025.
With a combined 40+ years of experience, our knowledge is vast and deep. We are principally committed to achieving your goals and objectives, as we inform, educate, and advise you on the solutions that are right for you. This includes tailoring life insurance and retirement plans, that protect you and your loved ones. As your trusted insurance and financial consultants for all stages of life, The Ivy Group strives to redefine financial confidence by empowering clients with transparent guidance, innovative strategies, and long‑term solutions that support a secure and prosperous future.
Our Trusted and Customized Solutions
Tax-Free Retirement Planning
Our tax‑free retirement planning approach combines tax‑advantaged growth, strategic income design, and long‑term protection to help you retire with confidence. Through various market-indexed programs and personal pension plans, we help you keep more of your retirement income, protect your lifestyle, and create a more predictable financial future.
Estate Creation and Retention
Our estate creation and retention solutions help families create and protect the legacy they want to leave behind. 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.
Child Head Start Plans
Our Child Head Start Plans help families give their children 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 through all stages of life.
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 Insurance
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-free investment solutions for sellers. If sellers are downsizing and sell their home for an amount above list price, we can assist them by placing these funds into retirement strategies indexed to financial markets, ensuring safety of principal and downside protection.