Ian Freemire

Ian thrives on helping clients cast a clear vision for reaching their retirement and investment goals. He is dedicated to advising them on achieving financial security, allowing them to fulfill their purpose without worrying about money. Ian approaches his role with the goal of valuing his clients’ money as if it were his own, ensuring they receive optimal service and straightforward communication.

Ian is a CERTIFIED FINANCIAL PLANNER® Professional and an Enrolled Agent, assisting clients with taxpayer matters regarding the Internal Revenue Service. Before joining Mercer Advisors in 2022, he served at Windsor Capital Management and Fidelity Investments. With a background in both psychology and math, he found the perfect career in finance. Ian holds a bachelor’s degree in financial management from the University of Northern Iowa.

Outside of work, Ian enjoys golfing, pickleball, camping, riding his motorcycle, and spending time with his family. He grew up on the Mississippi River in Iowa and moved to Denver in 2015, where he enjoys the unique combination of Midwest hospitality and a better climate.