Ian Wild, CFP® All-Pro Advisors LLC

Contact this advisor

About Ian Wild, CFP®

All-Pro Advisors provides financial advice to Millennials and Gen Xers who are looking to build wealth by properly managing debt (credit cards, student loans, auto loans, mortgages), saving and investing (retirement and non-retirement accounts), reducing tax liability, and optimizing cash flow. We don’t sell products or believe that your financial future should be sold to you. We provide information and data to make decisions that will generate the best possible outcome…and our clients pay a fee directly to us for that advice.

I founded APA to help the younger generations understand money and the challenges that are different than the Boomers who are retiring right now (stock options, taxes, student loans, dual income households, childcare, education planning). The only constant in life is change and we are here to help our clients keep up!

Contact this advisor

Recently Published

The Value of a Transition Fund

February 2, 2022

While savings is one of the best financial disciplines to have, saving with the wrong purpose, or in the wrong account, can negate the benefits. Having a transition fund will be your savior in the case of unexpected career breaks.

Read the full post →

What Cryptos and Tulips Have in Common

November 9, 2021

An article for those who have the FOMO surrounding the Cryptomania of 2021. I wrote this to convince myself that it is ok to earn 6-8% annually in a diversified portfolio. You will find a "Freakonomics" approach to my why behind this craze and a quick reference to the history that surrounds the Tulipmania bubble that swept through Holland in the 1600s.

Read the full post →

What is a Meme Stock?

October 11, 2021

Until recently, the idea of getting your investment advice from social media, let alone from a forum like Reddit, probably seemed ridiculous. Trusting strangers to help you get “in” on the latest stock market fad is the antithesis of a sound investing strategy. But anyone watching the markets closely at the beginning of this year saw that certain stock prices soared overnight, and it wasn’t because these businesses had suddenly revamped their strategies and business models. All of a sudden “meme stocks” could be found across every news outlet.

Read the full post →

Visit the blog →

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • HENRY (High Earners, Not Rich Yet)
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125/mo
  • Quarterly Fee: $375/qtr
  • Assets Under Management: 1.25%

SEC Records

Loading...