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(513) 534-5434(513) 534-5434

Fifth Third Private Bank Ian Humphrey

Wealth Planner

By appointment
Mobile: (513) 534-1827

About Ian

Ian Humphrey is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your wealth plan including matters of estate, tax, insurance, investments and retirement.
From 2002 through 2008, I was in private practice as an attorney, focusing in the areas of estate planning, small business, and real estate law. I joined the Fifth Third Private Bank in July 2008, and now consult and provide comprehensive financial planning advice on topics including cash flow, taxes, retirement, investments, risk management, and transition planning to all clients of the Private Bank, with a primary focus working with business owners and high net worth / wealth transition clients. I am a member of the Southwest Ohio Financial Planning Association (FPA).
Personal Background
My wife and I met in 2001. We now live northeast of Cincinnati with our two sons and family dog.
Moritz College of Law, The Ohio State University, Columbus, Ohio Miami University, Oxford, Ohio
  • CFP®
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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