Ian McGraw, CFP®
My NET WORTHWHILE™ is working with advisors to find alignment between clients’ financial choices and values, inspiring them to reach a greater peace of mind, and helping them discover a greater purpose in stewarding their wealth.
At SignatureFD, Ian supports advisors by developing comprehensive financial plans that align with a client’s current lifestyle and future goals. He is a member of the Financial Planning Association of Georgia and Kingdom Advisors, a faith-based financial planning professional organization.
Ian previously served as a team leader with the Volunteer Income Tax Assistance program, a financial counseling service provider with the UGA Aspire Clinic, and a teaching assistant for the Estate Planning course at UGA. He also interned with several Atlanta firms, including Lumature Wealth Partners and Homrich Berg. Most recently, he served at a boutique firm in Metro Atlanta that focused on family legacy estate planning. He holds a Master of Science in Family and Consumer Sciences in Financial Planning from the University of Georgia and is working toward attaining his CKA certification.
Ian volunteers as a Young Life leader, where he has been mentoring high school students since 2015. On Sundays, you can find him parking cars at Grace Midtown. When he isn’t serving SignatureFD clients or his community, you can find him supporting the local arts, cheering on the Dawgs, reading, journaling, watching movies, or passionately advocating for more stops/lines on the Marta.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.