Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

If you’re looking for an experienced and trustworthy financial planner in Rhinebeck, Ivy Ridge Asset Management can help. Since 2004, we’ve helped hundreds of New Yorkers optimize their finances through a variety of proven and efficient financial techniques. Unlike many other financial service providers, Ivy Ridge Asset Management is able to provide high end, proactive financial planning to our clients under one single umbrella— the Fractional Family Office®. As a registered investment advisor (RIA), our finance specialists are dedicated to building and preserving the wealth of each and every one of our clients through portfolio management, tax planning, retirement planning and more.

When you contact our asset management professionals, our financial advisors will work closely with you to individually customize your portfolio to maximize your overall earning potential. Our financial planners use dividend growth as one of their primary investment strategies, lessening portfolio risks and creating significant levels of income for our clients. We also offer tax planning services to help minimize your individual tax burden and maximize financial savings.

Our skilled financial planners have helped hundreds of people successfully map out their retirement plans. With a focus on investment and risk management, general income, social security optimization and asset protection, our goal is to help you keep more of what you earn. Our financial advisors are committed to providing each and every one of our clients with ongoing guidance in helping you reach your personal and professional goals. If you’re interested in learning more about our array of financial services or would like to schedule an appointment with one of our skilled financial planners, contact us today!

 

Schedule An Appointment Today!

About Our Co-Founder

david-2My name is David J. Albahary, and I am the co-founder and Managing Principal of Ivy Ridge Asset Management, LLC. We are a registered investment advisor (RIA) specializing in investment advisory and financial planning services to clients on a discretionary and non-discretionary basis. We are based in Rhinebeck, New York, just outside the metropolitan New York City limit. We serve the interests of our clients in New York and Connecticut.

I have been in the securities and insurance industry for more than 17 years and hold my Certified Financial Planner (CFP®) designation, as well as my NASAA Series 65 (Uniform State Investment Advisers Law Examination) registration in New York and Connecticut. I am also a licensed life, health, & annuity agent in NY, FL, OK, TX, IL, NC, IA., CT and DC. Specific information about my background and qualifications can be found online via FINRA’s brokercheck facility under CRD# 3173507. I also have been a member of the Financial Planning Association since 2005.

Unlike other financial service providers, Ivy Ridge Asset Management, LLC, is able to provide high end, proactive Tax Planning, Risk Management, and Wealth Management to its clients under one single umbrella—the Fractional Family Office®. Due to the complexity of these disciplines—Taxes, Investments, Insurance, and Legal–it has been previously impossible for a small business owner or entrepreneur to have access to the tools and strategies of the elite. Now, by focussing on small business owners, entrepreneurs, and wealthy individuals, Ivy Ridge Asset Management, LLC is able to bring them to you. Our services provide on-going guidance in helping you reach your personal and professional goals, most often with potential tax savings, lowering costs, and improving efficiencies.

Powered by Top Rated Local®

uxicached