Ian Weiner, CFP®
Your Personal CFO | Integrated Wealth Strategy for Investors, Business Owners
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Serving Clients Nationwide
Your Personal CFO | Integrated Wealth Strategy for Investors, Business Owners
Areas of Focus
- Alternative Investments
- Capital Gains
- Estate Planning
- Exit Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Ian Weiner, CFP®
Most successful families and executives don’t have a financial planning problem. They have a coordination problem. Their CPA, attorney, insurance agent, and investment advisor each do solid work in isolation, but nobody is connecting the dots. Opportunities fall through the cracks. Tax strategies conflict. Estate plans drift out of sync with the business plan.That’s where I come in.
As a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor, Ian operates as a Personal CFO: the single point of accountability who builds, manages, and coordinates an integrated Wealth Team tailored to each client’s full financial picture. His clients don’t just get a financial plan. They get a system one that connects tax preparation, investment management, estate planning, insurance, corporate law, and business strategy into a coherent, actively managed whole.
Based in Bentonville, Arkansas, Ian works with clients nationwide who are navigating complex equity compensation packages including RSUs, PSUs, stock options, deferred compensation, and concentrated stock positions. He also serves business owners across the country who are building enterprise value and planning for eventual succession or exit.
Ian’s approach is built on a few principles: first, that the most valuable financial work happens at the intersections between disciplines, not within them. Second, that proactive coordination beats reactive advice every time. And third, that the right team, properly managed, compounds in value far beyond any single strategy.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
Bentonville, AR, USA
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Commissions
- Fee Based
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Other
- Package Offers
- Per Session
- Percentage of Assets Managed
- Percentage of Income
- Subscription
What to expect in the first meeting
15- 30 Minute initial consultation to determine if we should begin the planning process. I don't give advice during this time, but I will likely share some ideas. We'll talk about the work you've done so far, what you think you're missing and what you'd like to accomplish with a financial planner.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Bespoke Private Wealth
Investment advice is offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.The information provided herein is for informational and entertainment purposes only and should not be considered investment, tax, legal, or other professional advice. Bespoke Wealth Solutions does not offer tax or legal advice.
Additional services may be available through a Bespoke Private Wealth Partners partner under their licensed capacity, fee structure, and specific terms and conditions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. Securities Offered through Great Point Capital, LLC. Member FINRA/IEX/SIPC
Information about securities-registered professionals may be found at FINRA BROKERCHECK
Hobbies and Interests
- Board Games
- Camping
- Cars
- Church
- Collecting
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Golf
- Grilling
- Hiking
- Hockey
- Hunting
- Movies
- Music
- Painting
- Reading
- Relaxing
- Tennis
- Tequila
- Theater
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
- Writing
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Accountants
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Crypto Investors
- Democrats
- Dentists
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Federal Law Enforcement
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Startup Employees
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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