Broker Check


The Ivins Englund Group

The Ivins Englund Group partners with pre-retirees and retirees who are tax-conscious and or charitably inclined. Our clients value having a personal relationship with their financial advising team.

We specialize in helping investors age 50 and older navigate the transition into retirement by providing the clarity, structure, and guidance needed to make informed financial decisions.

Our clients have confidence in our ability to integrate financial, tax, and estate strategies that work in alignment with their investments and help simplify complex financial decisions.    

Retirement Planning

Your lifestyle will almost certainly change when you enter retirement - so should how you think about money.

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Tax Planning

 Taxes are likely one of the largest expenses in your lifetime. Our job is to help you implement tax-efficient strategies.

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Estate Planning

An estate plan can help you protect your assets and make things easier for your heirs.

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Investment Management

A tailored portfolio consisting of high-quality investments to match your risk tolerance and time horizon.

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DeWitt C. Ivins

DeWitt C. Ivins

Senior Vice President | Financial Advisor

(502) 420-1433

Alex Englund, CFP®

Alex Englund, CFP®

Financial Advisor

(502) 326-1530

Fiduciary Duty: Your Best Interest Comes First

Fiduciary Duty: Your Best Interest Comes First

CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.


  Clarity for today. Confidence for what’s ahead. Let’s connect.

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