Ian Hundley CFP®, CEPA®

Ian brings over a decade of wealth management experience serving the high-net-worth market. As a fee-only advisor, he advises a small group of families, business owners, corporate executives, and working professionals. Ian focuses on gaining a deep understanding of his clients’ history, current needs, and legacy intentions to help them reach their financial and personal goals. He believes the highest potential for a client’s success is having a strong and trustworthy relationship centered around objective advice and education.

While in college, Ian had a writing assignment where he was instructed to interview any professional. He interviewed his neighbor who explained what a financial advisor did for clients. Ian always knew he wanted to help people in whatever career he chose. Helping people reach their goals through finance seemed like the best fit for him.

What Ian enjoys most about his role is learning how each person, family or business grew to where they are today in life. He states, “Every path is unique and is a constant reminder that there isn’t just one right way to find happiness or success. When a strategy is successfully implemented and hearing the gratitude and added confidence each client has is extremely rewarding.”

Ian earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and the Certified Exit Planning Advisor (CEPA®) credential in 2019. He is a Cum Laude graduate from the University of Dayton with a dual BBA major of Finance and Entrepreneurship while playing Varsity Baseball.

Ian enjoys spending time with his girlfriend, family, traveling, the outdoors, exercising and is a sports enthusiast currently focusing on squash and golf. He also enjoys rock climbing, fishing, scuba diving, sporting clays and vintage baseball.