Ian Klinger

Tax Advisor | Financial Planner | Wealth Manager | Liberty Point Advisors Ian Klinger is a highly skilled tax advisor, financial planner, and wealth manager dedicated to helping high-income earners and high-net-worth individuals navigate the complexities of their financial lives and create lasting legacies. At Liberty Point Advisors, Ian provides white-glove, concierge-style advisory services tailored to his client’s unique needs and goals. Ian takes a holistic wealth management approach, incorporating innovative investment growth strategies, tax efficiency, and legacy planning. He is committed to staying at the forefront of emerging technologies and investment trends, ensuring his clients benefit from the latest tools and opportunities to optimize their financial strategies. His practice reflects a dedication to integrity, personalized service, and financial well-being, empowering clients to achieve their life aspirations while positively impacting their communities. An alumnus of St. Joseph’s University, Ian lives in Havertown with his wife, two daughters, and two rescue dogs. Outside of work, Ian is passionate about family, community, and creating meaningful experiences.