Having a financial advisor I trust and know cares about me and in turn, my money is not something I thought was possible. I just followed what other people had done with these big companies. It all felt very transactional and impersonal. When I started working with Ian, that completely changed. He is an honest, caring advisor that goes above and beyond. Ian is someone I trust and we have a collaborative relationship even though he manages my portfolio. As a therapist, this is important to me. He is brilliant in the ways I am not while still educating me! Just a stellar advisor.

Confident in the direction he advised my wife and I to help our parents in their retirement years. He was also extremely good at walking us through things in an easy to understand way.

Ian is hands down the best investment I’ve made lately – both personally and professionally. I knew I needed help when I first called him, but didn’t expect him to ask about what REALLY matters to me. The guy is brilliant both financially and interpersonally – he’s a great listener, keeps things relevant, has clever ideas, and knows me well enough to make the right decisions when it matters. I joke that meeting with him is better than therapy!

I would mislead you if I said I work with Ian Weiner, CFP. I’m retired. I don’t work. Ian does. More importantly, Ian only knows how to work one way…being connected. He’s connected to his clients. Yes, he manages my financial portfolio; but he KNOWS me. He knows everything going on with me, he knows my family. Heck, he knows my friends. Ian is my financial dude, and being connected to me gives him a clarified plan of how to handle my financial world. You want Ian to understand your money, give him the opportunity to understand you. You won’t be sorry.