Isobelle Ives

When Belle started her enterprise, she was one of three female advisors at the time, and the only queer advisor in the history of her firm. Belle quickly observed that the industry as a whole did not reach the people that she loves & cherishes the most in her life, and made it her mission to change the narrative of who deserves or has access to work with a financial advisor. Today, Belle's purpose is to deliver financial security to women, diverse communities and their families. She believes it is important to see some level your values and identity in your financial advisor. She prides herself on building trusting, enduring relationships with her clients and empowers them to think bigger for their future self.

Together, Belle and her clients take a look at what areas are the most important in the clients' current planning stage and structure our next conversations around those focal points. She is steadfast that a comprehensive plan proves to be the most successful strategy to ensure that our clients stay on track. This was only strengthened with her completion of her Chartered Financial Consultant (ChFC®) designation in February of 2024. Over 2 years and eight different courses, she gained a comprehensive education in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. The ChFC® curriculum also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning. The coursework corroborated her philosophy that not only does everyone deserve a written financial plan, but everyone deserves to have someone in their corner to assist in navigating such complex topics.

Her orange cat, Gus Gus, is not as interested in the material...