Ian Post
CFA®,CFP®
Fifth Set Private Wealth Management LLC
Principal, Wealth Manager
Ian Post
CFA®,CFP®
Fifth Set Private Wealth Management LLC
Principal, Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ian Post, CFA®,CFP®
Fee-Only financial planner located in Larchmont, NY, serving clients locally and across the country
Meet Ian Post
Ian Post is a Larchmont, NY fee-only financial planner. Fifth Set Private Wealth Management LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Ian Post is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Ian Post is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Ian Post is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Ian Post
Office Locations:
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600 Mamaroneck Avenue
Suite 400
Larchmont, NY 10528
