Founder and Chief Planner
Ian founded IM Wealth Partners in 2003 after working for years as a financial advisor at AXA Advisors. Widely respected as a financial planner, Ian is invited regularly to serve as a guest speaker by numerous companies, organizations, colleges and universities. Ian has his Series 7, 63 and 65 securities licenses, as well as his life and health insurance licenses. He meets daily with potential, new and existing clients of the firm to skillfully guide the financial planning process for each. Ian studied Engineering at Drexel University. He is an avid fitness enthusiast with interests in nutrition, running and biking, and is committed to several charitable causes. Ian most enjoys spending time with his wife and three young children.