Ian Post (CFA, CFP®)
Ian Post focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Evidence-based investment philosophy, Strategic asset allocation, Dimensional Fund Advisor funds, Employer-sponsored retirement plan integration.
Additional Information
Ian Post is the founder and principal of Larchmont, New York-based, Fifth Set Investment Advisors LLC, a Fee-Only, SEC registered investment advisory firm. Fifth Set provides investment management and financial planning services to busy Westchester professionals and their families.
Driven by his examination of competing investment management approaches, Ian created Fifth Set to offer clients customized wealth management strategies built on a foundation of evidence-based financial theory.
The goal of Fifth Set Investment Advisors is to create a better wealth management experience for our clients. An experience that promotes greater confidence and reduced stress in our clients’ financial lives.
NAPFA Start Date
July 06, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.