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.