Ian Harris, CFP®

Bio

Ian has been helping residents in Frederick County and surrounding Maryland communities successfully plan for their financial future since 2016. He works closely with clients across a broad range of needs, from ultra-high net worth investors to those just beginning their investment journey.

Ian strives to make a positive financial impact with clients on a daily basis. He provides financial solutions by listening to their needs and developing relationships with each individual. His ideal day balances introductory meetings with in-depth financial planning and investment conversations, combined with thoughtful analyses.

Ian has a Bachelor of Science in Marketing and Logistics & Transportation from the University of Maryland and a Juris Doctor from the University of Baltimore School of Law. He and his wife are longtime residents of Maryland and currently live in New Market, MD with their daughter, son and their dog. In his spare time, Ian enjoys attending concerts and traveling.