Ivy R Marsh
Wealth Management Advisor|CLU®, ChFC®
Personal
A Connecticut native, Ivy has resided in Avon since 1986. Ivy also travels extensively, particularly to her home in Costa Rica where she is active with the Playa Hermosa Beach Association, dedicated to keeping the beaches and surrounding environment pristine. Ivy enjoys gardening, cooking and various forms of holistic lifestyle approaches.
Ivy's Mission
Since 1993, my team and I have been dedicated to helping clients develop custom tailored solutions to their ever-changing business, investment and insurance needs. Our goal is to provide financial strategies that meet our clients' objectives. As these objectives change, we are there to lend an ear as well as a helping hand.
—Ivy Marsh
Professional
As a seasoned financial professional, Ivy understands that financial planning can be a daunting task. By carefully listening to the client’s needs and identifying those areas that require enhancement in a clear and concise manner, Ivy is able to provide a consultative approach. Stability, personified, gives Ivy’s clients the confidence needed to entrust her with other aspects of their individual asset management.
Ivy Marsh, with her highly qualified team, is uniquely positioned to assist you with:
Personalized Strategic Planning
- Understanding the needs and long-term goals of the individual
- Offering diverse strategies to meet those goals while navigating the ebb and flow of an ever-changing economic market
- Establishing relationships with clients that build trust and longevity for an overall holistic approach to financial planning
Investment Services
- Anticipated college expenses
- Advisory investment services
- Retirement income planning
Estate Planning
- Flexible solutions that allow for asset control
- Efficient transfer preparation
- Comprehensive strategies for estate preservation
Ivy Marsh and her team will work to do more than determine a planning solution; they will build a strategy that is right for you. Together they will work to develop a financial plan that balances your short –term needs with your long-term goals.
Memberships and Awards
- Member of the National Society of Financial Service Providers
- Member of the Hartford Society of Financial Service Providers
- Member of the National Association of Insurance and Financial Advisors
- Member of the Estate and Business Planning Council
- Million Dollar Roundtable (MDRT) Qualifying Member (2013)
- NAIFA Quality Award for Financial Advising and Investments (2012)
- National Sales Achievement Award (2009)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
