Ilan Weinschelbaum is a mathematician turned financial advisor, the child of Argentine immigrants (¡habla español!), and a LEGO enthusiast. He takes a holistic approach to finances, placing a high value on the human outcomes of his work with clients. Ilan and his team develop sustainable and resilient financial strategies tailored to each client’s unique needs, resources, and ambitions.

He is dedicated to meeting clients where they are and guiding them to where they want to be, adapting to their financial experience, business and personal goals, life chaos, and more. As life progresses and needs, desires, and lifestyles shift, Ilan conducts regular reviews to continuously refine strategies so they remain aligned with each client’s current goals.

Many of Ilan’s clients are families or early- and mid-career professionals. He also has experience working with individuals who have a wide range of unique needs, including queer and trans folks, neurodivergent clients, families with special-needs children, families of immigrants, and clients with nontraditional dependents.

Before entering financial services, Ilan spent years teaching math, mentoring students, and organizing as a labor union steward. Teamwork has always been central to who he is, and as an advisor he brings that same ethos to his financial work with clients.

Those who want to learn more are encouraged to reach out. His email and scheduling link are available on his site, and he welcomes new connections and financial questions. He looks forward to hearing from you!