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Ian  Neilson

Ian Neilson

Financial Services Professional

Ian Neilson is a seasoned financial professional dedicated to helping individuals, families, and business owners realize their financial aspirations. He believes that a personalized plan is paramount to long-term success and brings his clients a wealth of experience and expertise.

Ian's journey in finance began at the esteemed Smeal College of Business at Penn State University, where his talents also led him to represent Bulgaria on their Olympic Fencing Team, achieving an impressive 43rd rank worldwide while competing in multiple international events.

In addition to his financial acumen, Ian has embarked on a unique artistic pursuit. He travels the country and shares his music at renowned festivals and shows within the Electronic Dance Music scene, connecting with audiences far and wide.

Throughout his career in financial planning, Ian has been a trusted guide for numerous clients, navigating them through diverse market cycles and life events while securing their financial futures. His specialization lies in assisting both public and private sector clients in minimizing taxes, mitigating risks, and maximizing savings, investments, and passive Income for retirement.

Ian's dedication to his clients and his multifaceted background make him a valuable asset in achieving financial goals and navigating the complexities of wealth management.