Member Since December 2024
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About
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.
Ian Klinger
Published content
expert panel
To achieve your financial goals this year, you’ll need to start with a clear vision and plan. Ask anyone what they want to achieve when setting goals at the beginning of a year, and at least one of those goals is likely to be related to money. Whether it’s as simple as saving more or spending less, or as complex as researching new investment opportunities or delving into real estate, setting financial goals at the start of the year is a smart way to start or improve your current financial journey. If you haven’t yet settled on what you’d like to achieve with your money in 2025, consider the following eight goals recommended by the financial experts of Kiplinger Advisor Collective. Below, they discuss the goals or resolutions they think more people should set for 2025, and how doing so might impact their future success.
expert panel
Building customer relationships is easier when you start from a place of trust and empathy. Whether someone is a financial adviser, planner or financial business owner, being new to the industry comes with its own set of challenges — especially when it comes to finding that first client. While you may have the right credentials and the passion for helping others with their money, you must also work to convince potential clients that you’re the right person for the job. But unlike entrepreneurs who have a particular product to sell, you won’t be able to rely on your product's features and benefits to help persuade them. You’ll instead need to focus on what you can offer that no one else can. To help get you started, the financial leaders of Kiplinger Advisor Collective offer their best advice for securing your first client — and what worked best for them — no matter the niche you serve.
Company details
Liberty Point Advisors
Company bio
For over 20 years, our team at Liberty Point Advisors has accompanied clients through the journey of life, supporting and advising them as they strive to achieve their financial goals. We partner with our clients and guide them so they can use their financial resources to live life the way they desire, give back to their community, and leave a lasting impact for future generations. Securities offered through LPL Financial, Member FINRA & SIPC. Liberty Point Advisors is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.