Ian Weiner, CFP®

Custom financial solutions that bring you clarity and confidence.

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Simply Retire Ian Weiner, CFP®
Bentonville, AR

Serving Clients Nationwide

Custom financial solutions that bring you clarity and confidence.

Rated 5.0 out of 5
4 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

I'm Ian, I help discerning investors, families and business owners take back as much of their time as possible, while making sure they don't miss out of investment opportunities, and tax strategies to keep more of their wealth and pay as little as possible to Uncle Sam.


The way we'll work together is a bit different than what most people are used to, or expect from a financial advisor. Here's how we create a team that works for YOU:

We act as a Personal CFO (Chief Financial Officer) for you or your family / business. We help you build and manage your "Wealth Team" - the group of specialists that guides through every financial area: Tax preparation, Investments, Real Estate, Banking, Estate Planning, Corporate Law, Insurance, etc.

Most people we talk to have accumulated various professionals in these disciplines over time, and each one exists in their own "silo", and rarely do they communicate, let alone work together to make sure you're not missing out on any strategies or opportunities.

We come and help you make sure:
1. Those specialists are all "A" players - they are experts in their field, and they're proactive.
2. They work together and communicate.

We take over as the main point of contact for your "Wealth Team" so that you don't have to waste time having the same conversation with each one of them to try to get anything done.

We're simply adding a buffer for you - so that you can spend your time on what you enjoy most. When you get a "Pitch" of some product, investment strategy or idea, you simply toss it to us, we'll evaluate it with your team, and then present it to you if we think it makes sense. If it doesn't - you don't have to worry about it again.

Time is your most precious resource, we help you keep it, and spend it well.


Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association

Primary Location

Bentonville, AR, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • 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 free of charge. 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

About our Firm

We're not your typical wealth management firm. We get paid for our expertise, ideas and advice, so we don't have to sell you something you don't need so we can give you a "free plan".

We do all of the investments, insurance solutions and tax strategies - we just don't start with a product and see if we can figure out how to sell it to you.

We create comprehensive financial plans for our clients, tailored specifically to them. It's not a cut and paste type thing where we forget to change the name (I've seen that happen).

If we can't find more savings (2x) than we'd charge, we'll give you the plan free.

Bespoke is powered by EXOS WEALTH STRATEGIES, LLC.

Education

Quantic School of Business and Technology, Master of Business Administration - MBA

Badges

Hobbies and Interests

  • Board Games
  • Camping
  • Cars
  • Church
  • Collecting
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hiking
  • Hockey
  • Movies
  • Music
  • Painting
  • Reading
  • Relaxing
  • Tennis
  • Theater
  • Traveling
  • Volunteering
  • Walking
  • Wine
  • Working Out
  • Writing

Who We Serve

  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • College Graduates
  • Contractors
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Dentists
  • DIY Investors
  • Dual Income Family
  • Educators
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Investors
  • LGBTQ
  • Living in Retirement
  • Military
  • Nonprofit Employees
  • Parents
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Technology Professionals
  • Travel Lovers
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 26, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Great Service

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 26, 2023
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.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jonathan
Jonathan

Focused on what REALLY matters

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 30, 2023
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark
Mark

He's my financial dude and so much more...

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 28, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Burma Cenovich
Burma Cenovich