Ian Helmus

Ian Helmus -- Boston

As a fully licensed Financial Advisor, Ian is ready to serve his clients’ ongoing financial needs as part of a long-term relationship. He focuses on retirement planning, tax minimization, investment advice, education planning, estate planning and insurance solutions.

“I always wanted a role where I could help clients achieve their most important goals and through which I could also make a positive impact on my community,” Ian says. “Being at McAdam has allowed me to live out those goals through the work that I am privileged to do every day.”

Ian grew up in Lincoln, Massachusetts, before attending Trinity College in Hartford, Connecticut, where he was a member of the college’s investment club and majored with honors in political science. Since joining McAdam more than five years ago, he has worked with hundreds of families to help numerous individuals achieve their financial goals. He holds his Series 65 securities license, as well as his life, health, and annuity insurance licenses.

Ian has an older sister who resides in New Orleans, Louisiana. In his free time, he enjoys traveling and going to the beach as well as spending time at his family home in Northern Vermont, where he is an avid skier and hiker.

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