Paul Scileppi serves as a Financial Advisor at Ivory Wealth Management, bringing a planning-driven approach focused on helping clients pursue their long-term financial goals with clarity and confidence.
Paul believes the best financial strategy begins with understanding what matters most to each client. From planning for future healthcare and education expenses to preparing for a business transition or wealth transfer, he develops customized strategies to help manage, grow, and preserve wealth over time.
His investment philosophy incorporates a disciplined “three bucket” approach tailored to each client’s goals:
- Fixed Income: Designed to provide stability and predictable returns as a foundation within the portfolio.
- Growth: Focused on long-term appreciation through carefully researched equity and growth-oriented investments aligned with a client’s time horizon and risk profile.
- Hedge: Structured to help offset volatility and manage risk, supporting more consistent, risk-adjusted returns.
Learn more about Paul’s three-bucket investment approach.
Paul earned a Bachelor of Business Administration in Finance from the University of Texas.
Outside of the office, Paul is an avid runner and recently completed the Philadelphia Half Marathon alongside his son Brendan, finishing in 2 hours and 24 minutes. This was Brendan’s first race. He has played pickleball for 8 years and has spent the past year learning to Salsa.
Paul holds the Chartered Retirement Planning Counselor™ (CRPC®) designation, as well as the Securities Industry Essentials® (SIE®), FINRA Series 7, Series 63, and Series 66 licenses.