Skip to content
Sax Advisory Group SAX Capitol Advisory SAX Technology
Client Login Make a Payment Schedule Your Consultation
Sax Wealth Advisors

Meet the Experts Behind Your Success

Get to know the dedicated professionals who bring knowledge, experience, and a personalized touch to every client relationship.
Staff Member

Ian Mooney

Associate Wealth Advisor

imooney@saxwa.com

(609) 737-6600

Ewing, NJ

Ian is an Associate Wealth Advisor with nearly 10 years of experience in the financial services industry with a focus on financial planning, taxes, operational efficiency, and client relations. Daily, Ian works with advisors to build financial plans, tax strategies, investment proposals, analyze cash flows, and support client relationships.

He currently resides in Belmar, NJ, with his wife, Blaire, and dog, Gus. In his free time, Ian enjoys golf, fitness, going to the beach, NY sports, and spending time with family and friends.

Education

  • Bachelor of Science in Accounting, Roger Williams University