The Ivy League Advisory Group
Financial Services in San Tan Valley, AZ
As a fiduciary firm, we specialize in comprehensive retirement planning that includes Retirement Planning, Tax & Social Security Minimization, and Estate Planning. Our approach involves carefully considering and optimizing the interaction among these areas to create tailored plans for our clients.https://www.facebook.com/theivyag/
Areas Served
- Nationwide (remote service provided) - New England - Phoenix Valley
Business Details
- Licensed and insured
- Year established: 2014
- Number of employees: 4
Highlights & Specialties
- 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
Social Profiles
Contact Details
Products & Services
Retirement Planning | Tax & SS Optimization | Estate Planning
Complimentary Strategy Session Available
read moreWe believe a well-designed enhanced plan should take into account several different componentsprincipally retirement planning, tax & SS optimization, and estate planning.
read moreWe believe a well-designed enhanced plan should take into account several different componentsprincipally retirement planning, tax & SS optimization, and estate planning.Promotions
Speak With An Advisor
Book a remote, complimentary 15-minute strategy session
Expires on Dec 31, 2034
read moreBook your virtual or over-the-phone session. Among the topics we will discuss are: Estate Plan | Retirement Plan | Retirement income needs & goals | Current investments | How your assets are currently distributed and the risk they carry | Any other concerns or questions you may have.
Just copy this link into your browser to visit the scheduling page: theivyag.com/start-your-plan/
Just copy this link into your browser to visit the scheduling page: theivyag.com/start-your-plan/
Reviews Write a Review
James Bronson
Jun 15, 2024
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.
Ginny Blackmer
Jun 12, 2020
Brandon is a pleasure to work with, he is knowledgeable, organized, professional.
Lynne Bates
Jun 04, 2020
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
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
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
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
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.
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
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
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
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
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!
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
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
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
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.
Key People
Brandon Archibald
Founder & Principalread moreBrandon is the founder of The Ivy League Advisory Group, an investment advisory firm that helps clients plan for a successful retirement, minimize investment risk, optimize taxes & social security, and provide comprehensive estate planning services through a national partnership.
As Principal, Brandon has developed a unique process that integrates an individual's circumstances and goals into a proprietary system. This system uncovers opportunities often missed by others, highlighting ways to minimize investment risk and taxation, increase income in retirement, and enhance overall financial security.
To connect with a broader audience, Brandon writes and speaks on the three central components of his holistic approach to Enhanced Planning: Retirement Planning, Estate Planning, and Tax & Social Security Optimization.
Having made the move from the Northeast to the Southwest with his wife and daughter, he enjoys traveling around the West, including the High Desert and Sierra.
As Principal, Brandon has developed a unique process that integrates an individual's circumstances and goals into a proprietary system. This system uncovers opportunities often missed by others, highlighting ways to minimize investment risk and taxation, increase income in retirement, and enhance overall financial security.
To connect with a broader audience, Brandon writes and speaks on the three central components of his holistic approach to Enhanced Planning: Retirement Planning, Estate Planning, and Tax & Social Security Optimization.
Having made the move from the Northeast to the Southwest with his wife and daughter, he enjoys traveling around the West, including the High Desert and Sierra.
Peter Laufenberg
Investment Advisor & Retirement Planner, MBAread morePeter is an investment advisor representative and retirement plan designer for the Ivy League Advisory Group.
When not helping clients achieve their financial goals, Peter serves in many roles within his local community. He serves as President and Chair of the Board of Directors for Mid-State Health Center and is finance chair of his Parish Finance council. Peter also serves as a Selectboard chair in the Town of Thornton. For his work in the community and previous work at Plymouth State University, he was recognized by The Union Leader as one of the 40 under 40 young professionals in New Hampshire in 2016. Most importantly though, he serves as husband to his wife and father to his two daughters.
In his free time, Peter also enjoys travelinghaving even studied in Salzburg, Austria through Plymouth State Universitys exchange program, skiing, and spending time with his family. Peter has been a part of the Ivy League Advisory family since its founding.
When not helping clients achieve their financial goals, Peter serves in many roles within his local community. He serves as President and Chair of the Board of Directors for Mid-State Health Center and is finance chair of his Parish Finance council. Peter also serves as a Selectboard chair in the Town of Thornton. For his work in the community and previous work at Plymouth State University, he was recognized by The Union Leader as one of the 40 under 40 young professionals in New Hampshire in 2016. Most importantly though, he serves as husband to his wife and father to his two daughters.
In his free time, Peter also enjoys travelinghaving even studied in Salzburg, Austria through Plymouth State Universitys exchange program, skiing, and spending time with his family. Peter has been a part of the Ivy League Advisory family since its founding.
Markus Cole
Operations Managerread moreMarkus became part of our team in early 2019, serving as our Operations Manager. With a background in business development, account management, public speaking, and digital marketing, Markus plays a crucial role in overseeing our internal processes, ensuring the security of client information, maintaining high compliance standards, and ensuring the firm maintains a progressive trajectory as it continues to meet the needs of its clients in an ever-evolving financial system. Alongside Brandon and Peter, he strives to deliver exceptional, customized retirement planning solutions.
Outside of his professional responsibilities, Markus has a passion for traveling, volunteering, and adventuringhaving hiked in the fjords of Norway, the fiords of New Zealand, and the Himalayas of northern India. Including being able to speak four languages, Markus continually seeks out new learning and experiences.
Outside of his professional responsibilities, Markus has a passion for traveling, volunteering, and adventuringhaving hiked in the fjords of Norway, the fiords of New Zealand, and the Himalayas of northern India. Including being able to speak four languages, Markus continually seeks out new learning and experiences.
Katrina Ann
Compliance & Operations Assistantread moreKatrina joined our team in late 2023. Having served four years in the military in communications while stationed in Germany and South Korea, she later moved into the dental field as a hygienist for several years, and has worked many years as a certified ESL (English as a second language) teacher.
As our Compliance & Operations Assistant, she plays an important role in ensuring our internal processes are compliant through record-keeping and periodic information review.
Some of her interests include traveling and enjoying the outdoorsfrom hiking high up or scuba diving down low. She has had the pleasure of visiting several countries abroad and speaks two languages.
As our Compliance & Operations Assistant, she plays an important role in ensuring our internal processes are compliant through record-keeping and periodic information review.
Some of her interests include traveling and enjoying the outdoorsfrom hiking high up or scuba diving down low. She has had the pleasure of visiting several countries abroad and speaks two languages.