I’m a valued financial coach who loves helping people achieve their goals and simplify their lives. I know everyone has a unique story and vision for their future, and I’m dedicated to providing confidence to my clients through the power of financial planning and investment management. I am a ...more

I’m a valued financial coach who loves helping people achieve their goals and simplify their lives. I know everyone has a unique story and vision for their future, and I’m dedicated to providing confidence to my clients through the power of financial planning and investment management. I am a proud graduate from Syracuse University with degrees in psychology and economics, and have been in the financial industry since 1999. I leverage my wealth of experience and expertise in retirement planning and investment management to create better outcomes for my clients. I’m looking to help out 44 new households this year – would you like to be one of them? Let’s schedule some time together to see if we can find a fit: email me at ian.wetherell@lpl.com and we will find some time.less