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

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

Submit
Submit

This Office

2065 Boston Post Rd Ste 200 Larchmont, NY 10538 Phone: (646) 783-9717