Ian M. Clemens, CFA, CFP®
For Ian, investment results are much like life: not linear. Through purposeful planning, engaged listening, and strategic analysis, Ian empowers his clients to make the financial decisions that support their goals. Using his broad experience, Ian helps executives and business owners navigate complex investment and tax environments to create their desired financial scenarios. Ian’s analytical expertise allows him to take a detailed approach and implement comprehensive financial plans that support clients as they move through key life transitions. On the weekends, you can find this adventurer playing golf, hanging at the lake with his young family and friends or reading new books that spark innovative ideas.
Education and Accreditation
- BA, Finance – University of Texas at Arlington
- Chartered Financial Analyst
- Certified Financial Planner®
- CFA Society Atlanta
Ian’s Insights & Resources
Key Questions to Ask Yourself Before Buying a Second Home
It's finally happening — you've decided to pull the trigger [...]
Discover How to Make Your Annual Bonus Work Harder for You
With the new year well underway and many of us [...]
Real Estate as Part of Your Overall Wealth Strategy
Real estate is more than just bricks, mortar, and stud [...]
Xennials & Crypto: Is It a Good Match?
If Boomers used the stock market to unlock generational wealth [...]
Discover Who CornerCap Is
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Are 529s the Secret Weapon in Your Family’s Financial Plan?
Do you pay K-12 private school tuition? If so, did [...]
Should You Be Exploring Long-Term Care Insurance for Your Aging Parents?
As parents get older, a question looms large over their [...]