Colby Dobrusin, CFP®, AIF®
Certified Financial Plannerâ„¢ professional and Accredited Investment Fiduciary
Colby is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary who partners closely with the entire IBA team to strengthen and broaden the firm’s comprehensive wealth management and advisory services. He brings a well-rounded, client-centered perspective to financial planning, delivering personalized strategies that encompass all aspects of a client’s financial life - from tax-efficient planning to equity plans and concentrated position management, retirement income strategies, investment allocation, and long-term wealth preservation. Colby is dedicated to helping clients work toward clarity and confidence in their financial futures through tailored, holistic guidance.
Colby follows a fiduciary standard of care in every client relationship, ensuring recommendations are always aligned with individual goals, circumstances, and priorities. He collaborates across the team to integrate best practices and sophisticated approaches that enhance the overall client experience at IBA.
Colby graduated from Endicott College with a Bachelor of Science in Business. He resides in Reading with his wife and sons, where he enjoys family time and staying engaged in the local community.