Ixonia Bank’s Commercial Banking team partners with a team of professional financial advisors through Ixonia Wealth Management who also believe in building long-term, mutually beneficial relationships by understanding the needs and expectations of business owners, along with delivering superior value.

Through LPL Financial, Ixonia Wealth Management is able to:

  • Develop and monitor financial plans and policies
  • Offer full-service brokerage investments
  • Offer fee-based advisory solutions

Unfortunately, if you are like most owners, you don’t have the time to do a detailed analysis of these decisions, and you have even less time to assess the impact on value for shareholders.

We understand operating realities and have vast experience in internal and external financial matters. Our experience and flexibility allow us to act in a variety of roles, ranging from “sounding board” to a trusted partner in performing:

  • Portfolio Reviews
  • Retirement Plan Evaluations
  • Executive Plans
  • Buy / Sell Agreements
  • Employee Financial Wellness & more

You are advised every step of the way to make sure your portfolio addresses your investment goals as they evolve and grow. Contact a LPL Financial Advisor at Ixonia Wealth Management today, and learn more about how we can help you and your business.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Ixonia Bank and Ixonia Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ixonia Wealth Management, and may also be employees of Ixonia Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ixonia Bank or Ixonia Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.