Ian Hundley CFP®, CEPA®

Ian focuses on empowering successful individuals and their families with sophisticated, actionable financial advice and solutions. As a fee-only fiduciary, he believes it is critical to understand each client’s story, how they built their success, their current priorities, and their legacy intentions, in order to deliver clear strategies that build lasting confidence and security. Our relationship‑first approach centers on objective advice, education, and unwavering trust.​

Built on this foundation, Ian is dedicated to ensuring each client has access to the best advice and services by coordinating investments, tax strategies, legacy planning, and business transitions to grow and protect their wealth through all market environments.​

Ian earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and the Certified Exit Planning Advisor (CEPA®) credential in 2019, reflecting advanced training in comprehensive planning and business‑owner exit strategies. He is a Cum Laude graduate of the University of Dayton with a dual BBA in Finance and Entrepreneurship and was a member of the Varsity Baseball team.​

In his spare time, Ian enjoys time with his significant other, Hanleigh, exploring new places, spending time with friends and family, exercising, being outdoors, and unwinding on the golf course or squash court.