Ian Clemens is an Associate Wealth Adviser at Brightworth, where he works with a wide array of clients from corporate executives and business owners to retirees and entrepreneurs. He has broad experience helping clients with retirement planning, tax planning, estate planning, insurance, charitable gifting and investments. Ian initially joined Brightworth in 2012 as an investment analyst where he helped manage investment strategies for the firm. He then advanced in the firm to join the financial planning team, where he works with clients today.
Ian began his career at a nationally recognized tax and accounting firm. He then worked five years for a multibillion-dollar investment management firm in Philadelphia. There he helped oversee the firm’s $2 billion separate account platform by managing client portfolios, performing investment manager due diligence across various asset classes and handling product specialist responsibilities.