Retirement by design,
not by default
Proactive and deliberate planning for
pre (and current) retirees.
Retirement
Planning
Investment
Management
Legacy
Planning
Insurance
Optimization
Saving for
Education
Tax
Planning
Welcome to Ibello Wealth Management
I launched Ibello Wealth Management with the sole focus of creating a wealth management firm that caters to a small and specific group of clients who are looking for a lifelong financial partner to guide them in all aspects of their financial lives.
These are clients that refuse to compromise on the service offering they want delivered by their financial advisor: personalized, high touch, caring and trustworthy, responsive, and proactive.
As technology, tax planning strategies, investment solutions and products, and financial legislation are constantly changing, we act as our clients ‘steady hand’, cutting through the noise, and providing updated and creative approaches to how any changes in the world around them might affect their current situation or retirement outlook.
“Being small and selective about who we work with allows us to offer incredibly high-touch service that our clients appreciate. With direct phone/email access, every need is our top priority, and every granular detail of your situation is analyzed. This translates into a feeling of responsibility to provide the highest level of service and planning that’s hard to copy.”
– Nick Ibello, CFP | President & CEO
Do these questions sound familiar?
Am I going to be okay?
Virtually all retirement planning concerns, questions, and fears stem from this question. Let us answer it for you.
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To enjoy all the comforts, excitement, and adventure that retirement brings, you have to first and foremost feel that you are going to be okay.
If you are always worrying that you might not have enough or how you will manage the invariable speed bumps and surprises that surface, this may curb your ability to be fully present and enjoy the journey.
We are here to help you optimize what you have, retire on YOUR schedule, AND make sure you can maintain your desired lifestyle through your full retirement, enabling you to be as financially stress-free as possible.
Do I need a financial advisor?
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The outcome of this is more confidence and clarity in what you should be doing and why, which will help reduce any stress or financial angst that you may have, allowing you to remain focused on what you value most: spending time doing what you want, with who you want, when you want.
Should I get a second opinion?
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Given the retirement transition is a major life change, this is a great opportunity to get a second opinion on how you have things structured.
The outcome of this will either validate your current retirement planning and investment strategy OR illuminate some helpful consideration points that you may not have thought of that elevates your planning – both of which are winning outcomes.
Why choose Ibello Wealth Management?
We have only one focus: our clients
So we treat each client like they are our only client
And we can do that because we are committed to remaining small
So we’ll spend our time on YOU instead of marketing & prospecting
In fact, we are available same day for questions or advice whenever you need us!
And because we are Fiduciaries, we will always act in your best interest.
We avoid or disclose conflicts of interest. We do not sell proprietary products.
And we are completely transparent in our fees. No surprise or hidden charges!
But most of all, we love making a positive difference in our clients’ lives.
“When I think of Nick Ibello, the words that spring to mind include impeccable character, integrity, trustworthiness, smart, and, most importantly, genuine care and concern for his clients. I went through a divorce after more than 30 years of marriage, during which time my husband handled the finances. I was lost as to how to move forward. Nick addressed my questions and concerns with great care and sensitivity. He went out of his way to ensure I understood and felt comfortable with the plan he was developing for me and my future. The decision to work with Nick is one of the best I’ve made. I can’t imagine working with any other wealth management company than Ibello Wealth Management.”
– JLK
Are you ready to get your retirement on track?
By providing tailored financial planning guidance and customized investment strategies that are designed for your unique circustances and needs, we help you develop a roadmap to financial-life independence. And it all starts with an introductory phone call.
- Ask all of your questions
- Learn how we can specifically help you
- Decide if we’re a good fit
No sales pitch. No pressure. No obligation.
410-415-3403
Mailing Address:
10440 Little Patuxent Parkway
Suite 300
Columbia, MD 21044
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Disclaimers
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Ibello Wealth Management and LPL are separate and unrelated companies. Neither company provides tax or legal advice.
Ibello Wealth Management and LPL are not responsible for and may not be held liable for the adequacy of the information available on the link(s) provided.
The listing of a vendor or product on this/these site(s) does not constitute an endorsement or warranty of the vendor or product by Ibello Wealth Management or LPL.
* The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
© 2026 | Ibello Wealth Management
