Ian Rahilly (BA, CFA, CFP®, MBA)

Ian Rahilly focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

NAPFA Start Date

November 28, 2022


This Office

2030 Peppercorn Ln Charlotte, NC 28205 Phone: (980) 999-2625