Meet Ian

Simplifying Financial Planning

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IAN WEINER, CFP® | FOUNDER | AR LICENSE: #18319061

Meet Ian

I am a husband to Jes, father to two rambunctious sons and one indomitable daughter. Our family calls Northwest Arkansas home, a blend of my native Colorado and her native Northeast Texas. We enjoy riding our bikes to school, football (my oldest boy’s first word) practice, and traveling for Jes’ mural work keeps us on the move! We love visiting art museums, a favorite due to its proximity and “Water Lillies” is the Nelson Atkins in Kansas City. We enjoy all of the Smithsonian Museums in D.C. and look forward to visiting soon. 
 
In my free time, I’m working on my Latin, and am honing my palate to become an amateur sommelier. Wine and scotch enthusiast (in moderation!) and former coffee snob – I just buy the bulk stuff now. I enjoy film, classic rock, blues jazz, and classical music – Chopin is probably my favorite composer. I still believe in the art of a handwritten note or letter. I’m also a fan of classic menswear and footwear with a strong appreciation for handmade items by true artisans, I’m a fan of many types of art yet the functionality is appealing to me. 
 
As a CFP(R) practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest as a Financial Planner, and I’ve staked my reputation on it. I’m a bit intense, perhaps you’d call it passionate, but I’ve decided not to apologize for it. I take a deep interest in the goals and dreams and challenges that my clients have, I take it personally and it keeps me up at night more frequently than I’d like to admit, not in a negative way most of the time. I weigh planning decisions very thoughtfully. I’m telling you about it because your goals, dreams, struggles, challenges, families and legacies matter, and if they matter to you, they should matter to your trusted advisors too. My suspicion is that you might know more about me now than your current advisor. This isn’t a typical bio, and that’s the point. We’re different and that’s on purpose. If you’ve made it this far, you’ve gotten an introduction into how I think, what’s important to me and why we do things this way. I’m private by nature, I strive to reserve my thoughts, feelings (yes I have those), and opinions for those I’m close with. We don’t work with everyone, and that’s on purpose too. We want to build long-term relationships with people we can root for, not just long enough to sign on the dotted line. We want to walk to and through retirement with you because it matters. 
 
We don’t work with everyone, and that’s on purpose too. We want to build long-term relationships with people we can root for, not just long enough to sign on the dotted line. We want to walk to and through retirement with you because it matters. 
 
It’s time to take the first step
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Services Offered
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Plans Created
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Corporate Plans Created

OUR VALUES

Exceeding your expectations at every turn is our goal.

Clarity

Demystifying financial planning

communication

Working hard to understand your goals

simplicity

Taking the complexity out of saving for retirement

Excellence

Always looking for ways to improve your plan

Build a plan for your future today.

The perfect time to plan for retirement is now.