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Providing Financial insight... During these uncertain times.



What We Do

Reaching your financial goals requires a coordinated effort between accountants, attorneys and other professionals with whom you may have a relationship. Delancey Wealth Management simply connects the dots, making sure everyone is on the same page, while providing comprehensive financial planning advice to families and small business owners.

During the wealth accumulation phase, our job to make sure your portfolio is suitable for the environment of today and that your objectives are clearly defined. As you get closer to various milestones, protecting these assets against taxes, adverse market conditions or unforeseen losses becomes paramount. Comprehensive financial planning synchronizes all of these matters into a succinct and understandable game-plan to help you reach your destination.

Experience

Ivory Johnson, CFP®, ChFC is the Founder of Delancey Wealth Management, LLC, a financial planning firm registered with IFP Securities, LLC, dba Independent Financial Partners (IFP), located near the U.S. Capitol Building in Washington, DC. Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.

He is the former Director of Financial Planning at Scarborough Capital Management, has worked as an investment adviser with Charles Schwab and Prudential Securities and served as an Associate Vice President with First Union National Bank, providing estate planning and portfolio management for high net worth families.

The Six Steps

  • 1. Establishing and defining the client-planner relationship.
  • 2. Gathering client data, including goals.
  • 3. Analyzing and evaluating your financial status.
  • 4. Developing and presenting financial planning recommendations.
  • 5. Implementing the financial planning recommendations.
  • 6. Monitoring the financial planning recommendations.

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Financial Planning Technology



Life in a Box
While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.

Delancey Wealth offers an online service that provides comprehensive financial planning, data aggregation, online document storage and an automated budget to all clients of the firm. Now you can consolidate all of your information in one place, receive up-to-date wealth reports on your Personal Client Website and know exactly where you’re going at all times.

6. You and Ivory Johnson should agree on who will monitor your progress towards your goals. Mr. Johnson will report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.

5. All parties involved should agree on how the recommendations will be carried out. Ivory Johnson may implement the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or stockbrokers.

4. Ivory Johnson will offer financial planning recommendations that address your goals based on the information you provide. Then he'll review those recommendations to help you understand them and make informed decisions. Then we'll listen to your concerns and revise the recommendations as appropriate.

3. Ivory Johnson will analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services are appropriate, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

2. Ivory Johnson will ask for information about your financial situation.
He'll define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk, while gathering all the necessary documents before giving you the advice you need.

1. Ivory Johnson will clearly explain the services to be provided and discuss the fees, explain fully how he will be paid and by whom, maintaining complete transparency.