Mary Elizabeth Ivy is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Gordon Financial LLC in Mount Pleasant, SC and the surrounding communities.
Gordon Financial, LLC is a Fee-Only Financial Planning and Registered Investment Advisor firm located in Mount Pleasant, SC. We believe everyone is a unique individual, with their own distinctive values and goals. Understanding each client and their personal objectives, is the foundation from which we can begin creating their pathway to success.
As a fee-only financial planning and investment management firm, Gordon Financial, LLC seeks to provide advice and recommendations that are only in the client's best interest. We do not receive commissions and do not sell any products.
At Gordon Financial, LLC, a CERTIFIED FINANCIAL PLANNER™ professional will craft customized financial plans for individuals to help them achieve their unique goals. Our highly personalized process keeps us involved in every aspect of the client's plan implementation, as well. We provide investment management services that are structured to maximize diversity, while minimizing transaction costs. Our strategy is based upon well- respected and proven academic research to help portfolios withstand the often erratic fluctuations of the markets over the long-term. We tailor each client's individual asset allocation based on their personal time horizon and risk tolerance.
With more than a decade of experience in the financial services industry, I started Gordon Financial, LLC with the goal of providing highly personalized and client-focused financial planning and investment management services to the Charleston community and beyond.
As a graduate of the Darla Moore School of Business at the University of South Carolina in 2003, I earned a Bachelor of Science degree, dually majoring in Finance and Marketing, and minoring in Sociology.
In 2008, I completed Boston University's CERTIFIED FINANCIAL PLANNER™ Certification Education program, and subsequently passed the rigorous 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. For more information, please see the Certified Financial Planner Board of Standards, Inc. website at www.cfp.net.
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Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Mount Pleasant, SC area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
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