Ian Weiner, CFP®

Custom financial solutions that bring you clarity and confidence.

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Simply Retire Ian Weiner, CFP®
Bentonville, Arkansas

Serving Clients Nationwide

Custom financial solutions that bring you clarity and confidence.

Rated 5 out of 5
2 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Alternative Investments
  • Inherited Wealth
  • Insurance
  • Setting Up Retirement Accounts
  • Social Security
  • Taxes

About Me

I'm Ian, I help you spend your wealth intentionally, and create proactive tax savings solutions. I like wine.

I'm obsessed with Bespoke. Have you ever had a garment, or a pair of shoes that fit perfectly, like it was made exclusively for you? Try to recall that feeling.

In that moment your experience with mass produced (dare we call it junk?) articles went out the window. Once you've had a taste of artisanal quality, it's hard to appreciate anything else.

Maybe you're thinking... "yeah but isn't that going to cost a LOT more? Why should I pay a premium when the shop down the street will do it for free?"

Think back to that 'perfect fit' item. Odds are, it's lasted a lot longer than its cookie cutter knockoffs, hasn't it? If we're candid, and we added up the cost of repeatedly replacing an inexpensive version, we'd likely find that it was both more expensive than doing it right the first time, and the experience was, let's say... lacking.

One of my philosophies is that if we're going to have to have a tough conversation, we should do it sooner, rather than later. We navigate it gracefully, and I'd dare say it's something my clients love about me.

Proactive planning is worth the price of admission. Have you ever had the experience of finding out that you overpaid for something you didn't need to? Perhaps you missed out on an opportunity that you simply didn't know was available. What would you have paid to avoid that?

I help individuals, families and businesses create custom tailored (seriously) plans so they can do it right the first time and avoid missing out on opportunities or overpaying for things they didn't have to - Taxes, we're talking about taxes.

The experience that many people know is the advisor who has to sell something to make a quota. Typically they offer "free plans" and well, you're probably doing the math in your head at this point.

Just because it's "free" doesn't mean it's without cost. I'm not willing to say that those types of advisors can't be valuable partners, or that their work isn't meaningful. I just think there's a better way...

We can do all the investments, insurance, etc. that's fine. What I don't have to do is sell you something you don't need to satisfy a quota. I get paid for my time, expertise, and most importantly - my ideas.

I typically find 2-10x our fees in tax savings in the first month of working with a client. (I won't engage a client that I can't help) Imagine what we can do in a year...

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

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Other
  • Package Offers
  • 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

Bespoke Wealth Solutions is powered by EXOS WEALTH STRATEGIES, a leading Black Owned RIA based in Houston Texas.

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.

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
  • 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 Investors
  • Remote Workers
  • Single Women
  • Technology Professionals
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

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Focused on what REALLY matters

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
January 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 out of 5
January 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.
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Burma Cenovich