We make it a priority to provide routine and thorough communication. If you have a question, we are always only a phone call away. You are always going to be comfortable with us piloting your finances because you are going to know exactly what we are doing and why we are doing it.

Because the truth is, this is all complicated and takes some repetition to get down. We enjoy that part of the process: the more you understand, the fewer surprises there will be.

DeWitt is at heart a teacher, able to bring complex concepts and strategies into a focus that is easily digestible and interesting to learn about. The goal is to make sure you understand what is going on, what our thought process is, and how to ask questions or request actions. The more you know, the more you can trust what we are doing.

Alex has an innate desire to walk alongside clients and their families to ensure all aspects of their finances are being stewarded so that they may pursue what is most important to them. His natural curiosity and drive are in service so our clients can spend their time and attention on what is most important without having to worry about their finances. You will teach us as much about you as we will inform you about what we are doing for you.

After a few conversations and some results, you will begin to be able to export the effort of all this financial stress onto us. You will know we will take care of things in a way that will please you. One of our great joys is when a client gets to the place where they can say what is so often said to us: “Just do what you need to do.” You will be able to trust that The Ivins Englund Group is doing what needs to be done.