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Business Details
12 Years
experience
Your Trusted Partner for Financial Adviser Solutions
The Ivy League Advisory Group is a fiduciary firm dedicated to providing comprehensive retirement and estate planning solutions. Our approach integrates retirement planning, tax optimization, and estate planning to ensure clients achieve long-term financial security. With a focus on personalized service, we leverage decades of combined experience to deliver tailored strategies that minimize risk and maximize client assets.

Our team employs advanced tools like the Buffered Index Portfolio and Generational Vault to enhance financial outcomes while maintaining strict compliance and transparency. We prioritize client education and proactive planning to address evolving financial landscapes, ensuring clients are prepared for both present and future needs.
Services
Retirement Planning Tax Optimization Estate Planning Investment Management Social Security Optimization Risk Analysis RMD Management Annuity Recommendations Wealth Transfer Financial Education
Served areas
  • Nationwide (remote service provided) - New England - Phoenix Valley
Details
  • Year established: 2014
  • Employees: 4
Highlights and features
  • Full-Scale Retirement Plan Design
  • Lifetime Income & Investment Plan
  • Tax Minimization
  • Social Security Optimization
  • Retirement Tax Forecasting
  • Tax-Forward Income Planning
  • Annuity Recommendations
  • Retirement Planning
  • Financial Planning
  • Small Business Planning
  • Investment Risk Analysis
  • Investment Risk Reduction
  • Investment Management
  • Capital Preservation
  • Managing Required Minimum Distributions (RMDs)
  • College Savings Accounts
  • Estate Planning
  • Life Insurance
  • Trusts & Wills
  • Powers of Attorney
  • Family Wealth Transfers After Passing
  • Processing Life Insurance Death Claims
Website
Services
Retirement Planning
Our retirement planning service creates customized strategies to ensure sustainable income throughout retirement. We analyze current savings, risk exposure, and tax implications to develop plans that maximize asset longevity. By integrating Social Security optimization and tax-efficient withdrawal strategies, we help clients achieve financial security while minimizing retirement risks.
Estate Planning
Estate planning services focus on preserving assets and ensuring seamless wealth transfer. We design trusts, wills, and powers of attorney to minimize probate delays and tax liabilities. Our approach safeguards client wishes while providing clear directives for asset distribution and incapacity planning, ensuring family needs are met efficiently.
Tax Optimization
Tax optimization identifies strategies to reduce lifetime tax burdens through retirement account management and income planning. We implement tax-deferred investment vehicles and coordinate Social Security filing strategies to maximize after-tax income. Our approach ensures compliance while enhancing long-term financial efficiency for retirees.
Investment Management
Investment management services focus on balancing growth and risk mitigation for retirement portfolios. We employ diversified strategies like the Buffered Index Portfolio to provide downside protection while maintaining upside potential. Regular reviews ensure alignment with evolving client goals and market conditions.
Social Security Optimization
Social Security optimization analyzes 20,000+ filing combinations to maximize lifetime benefits. We coordinate spousal, survivor, and advanced filing strategies to enhance income while considering tax implications. This service ensures clients receive the highest possible benefits aligned with their overall financial plan.
People
Brandon Archibald
Founder & Principal
Brandon founded Ivy League Advisory Group to provide holistic retirement solutions. With expertise in fiduciary planning, he develops systems to minimize investment risk and taxation while enhancing income strategies for clients nationwide.
Peter Laufenberg
Investment Advisor
Peter specializes in retirement plan design and community leadership. Recognized as a '40 Under 40' professional, he combines financial expertise with local engagement to deliver client-focused investment strategies and community impact.
Markus Cole
Operations Manager
Markus oversees compliance and operations, ensuring secure client data management. With international experience in business development, he implements progressive systems to maintain high service standards and regulatory adherence across the firm's growing operations.
Katrina Ann
Compliance Assistant
Katrina supports compliance through meticulous record-keeping and auditing. Her background in military communications and ESL education enhances her ability to maintain accurate documentation while contributing to the firm's operational excellence.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, risk analysis, tax-efficient withdrawal plans, and Social Security optimization tailored to individual financial goals.
How do you approach estate planning?
Our estate planning creates customized trusts, wills, and powers of attorney to ensure asset protection, minimize probate, and facilitate smooth wealth transfer according to client wishes.
What tax optimization strategies are available?
We implement tax-deferred investments, coordinate retirement account distributions, and optimize Social Security filing strategies to reduce lifetime tax liabilities for retirees.
Are you fiduciary advisors?
Yes, we operate as fiduciaries, legally obligated to act in clients' best interests through transparent, conflict-free financial advisory services.
Do you serve clients nationwide?
We provide services to clients in NH, VT, AZ, and other states where legally permitted through our registered investment advisory firm.
Reviews (13)
James Bronson
Jun 15, 2024 Report
The Ivy League Advisory Group. Brandon, Markus and team.are exceptionally knowledgeable in providing guidance and support in all manner of retirement planning. I recently completed the on-boarding process with Ivy League. Their investment advice was thoughtful, comprehensive and carefully tailored to my specific needs. All aspects of account transfers, purchase of new investment products and financial planning for retirement were professionally provided with clarity and integrity. I offer a 5 star rating without reservation.
Lynne Bates
Jun 04, 2020 Report
If you're looking for an advisor that can explain options in terms that make sense this is the group for you. If you want choices for where your money should be placed that are the best for you and not just the advisors bottom line then again, these are the guys for you. Check it out!
Alison Waters
Apr 12, 2020 Report
We have been working with Peter and Brandon for several years and recommend their services to anyone that may need help with financial planning of any kind. We place complete trust in their ability to invest our money wisely. Thank you to The Ivy League Advisors.
Ben Sault Saultie
Jan 29, 2020 Report
My wife and I met these guys a free seminar to see what they had to offer and frankly, they changed our entire retirement for the positive. We now have peace of mind that our money is working for us and that they'll watch the market close. We encourage anyone interested in their future to just sit down and listen, it could change your life and give you peace of mind!
Bob Joyal
Jan 16, 2020 Report
Thanks to the Ivy League Advisory Group who helped us develop a financial plan for our retirement Years. What was initially a maze of pieces of 401ks and savings here and there became a solid base to build on with a goal to maxamize social security and be able to continue our normal life style in the retirement years under one roof.
John Koutrobis
Mar 25, 2019 Report
We have been working with Brandon now for a few years and I wish we had found him 20 years ago. What my wife and I love about Brandon is how knowledgable and prepared he was every time we met. He listened to our short term and long term goals and came to us with a plan to get there. A plan that was clear, concise and he accomplished exactly what we needed for our family. What we love even more is his constant communication with us during the year, and he is always available for a quick chat, a meeting or anything we need to re evalute our situation as life is contantly changing. If you have never met Brandon, it is well worth a sit down with him to evaluate your current financial situation.
Jilian Stogniew
Jan 25, 2019 Report
The Ivy League Advisory Group is an ethical and comprehensive firm. I trust them fully and have been beyond happy with my experience. They are always attentive and have your best interest first. I highly recommend them for all of your financial needs both personal and for your business.
Mike Scholl
Jan 22, 2019 Report
Brandon at Ivy League has been a great partner. He has been the most diligent financial representative I have ever worked with. He always comes up with a personalized course of action to make sure we will have the best chance of meeting our goals. He manages our commercial 401k plan as well. All solutions have been what we needed when we needed them.
Jeff French
Jan 12, 2019 Report
Brandon has done an outstanding job of managing our investments. He takes the time to explain his strategy and gives you the pluses and minuses of the plan. It has been a pleasure working with him and I would highly recommend The Ivy League Advisory Group, LLC.
Crystal Skinner
Dec 28, 2018 Report
My husband and I attended a retirement tax workshop at Pease Public Library in Plymouth, NH which was put on by The Ivy League Advisory Group, LLC. It was very informative as well as enlightening. Our person who managed our portfolio had passed away, and it was difficult to connect with his replacement from MA. We were very impressed with Brandon Archibald for both his honesty, and ability to answer our questions regarding retirement.

He has done an outstanding job on our behalf and we are very happy with his services. He is easy to reach via phone or email, and scheduling a meeting when necessary has not been a problem. We are very happy we made the change to The Ivy League Advisory Group, LLC!
Scott S.
Dec 28, 2018 Report
I've known and worked with Brandon since he started his firm. Always impressed with his skillset. Has much compassion as a great listener to learn his client's needs, and then delivers with well researched and positive results.
Heidi Goodman
Dec 26, 2018 Report
Brandon consistently provides the highest level of service, professionalism, and integrity. I have been a customer for years and will continue to be because of these qualities. I highly recommend Brandon.
Dan LaChance
Dec 07, 2018 Report
Ivy League provided a comprehensive review of personal finance including tax planning ideas and strategies needed as a retired person, and this started over a decade ago. It is a good feeling to see how the financial planning is paying off and will bring security for the next 2-3 decades.