Ian Imbody

MFin

Associate Advisor

Ian works alongside clients and the advisory team to help turn financial plans into action. He assists with financial planning, investment research, and portfolio analysis while also implementing investment recommendations and managing account trades. Ian helps keep clients connected throughout the process and makes sure the details of their investment strategy stay on track.

Ian Imbody began his financial services career in 2023 and joined our firm in 2024. He is a graduate of The Pennsylvania State University, where he earned a Bachelor of Science degree in Business with a focus on financial services, as well as obtaining his Master of Finance. As an Associate Advisor, Ian assists other advisers in supporting clients with their financial planning and investment management needs.

Ian is a graduate of Conrad Weiser High School and resides in Pottstown, PA. In his free time, he can be found golfing, snowboarding, or traveling.