Ian Arrowsmith

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Phone: 410-972-2494

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Ian Arrowsmith CMFC®, CRPC®

Managing Partner
What is the most valuable thing you’ve learned from your clients?

Saving for retirement takes the better part of a lifetime. You work on it for 30-40 years. There isn’t any way to make it quicker. But all it takes is adopting the right behavior—whether you’re 20 or 50. Then just put the savings behavior on autopilot.

Can you share a favorite kernel of wisdom for those just starting to invest and save?

20%, 20%, 20%! It’s the only number in investing that really matters. I’ve seen clients who save 5% on an annual basis, and clients who save 20%. The clients who save 20% have a better chance of living the lifestyle they desire.

Please share a few of your career highlights.

I began my career working with high net worth clients at T. Rowe Price. It was a valuable experience. T. Rowe Price didn’t offer advice on their clients’ accounts; each investor chose his or her own investments. I found that, no matter how much money they had, fear and greed often pushed people to make bad decisions. I knew I had to get into a firm that allowed me to help clients get over that hurdle.

What are your personal interests and passions?

I inherited a love of building things from my dad, who is an engineer. He helped me renovate the first house. There is a lot of satisfaction in taking a space and making it better with your own two hands.

Education & Designations:
  • Towson University, BS, Economics and Political Science
  • CHARTERED MUTUAL FUNDS COUNSELOR℠
  • CHARTERED RETIREMENT PLANNING COUNSELOR℠
Registration & Licenses:
  • FINRA Series 7, 63 & 65 Registrations
  • Life and Health Insurance Licensed