About 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. I help you spend your wealth (defined as “Money, Energy, Attention and Time”) intentionally, and create proactive tax savings solutions. 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 believe 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… As a CFP(R) practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest and as a Financial Planner, and I’ve staked my reputation on it.
Areas of focus
Credentials & background
Designations
Licenses
Clients served
Registered in
Arizona, Arkansas, Texas, Florida
Regulatory
The firm
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?) items 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.) “Moderately conservative risk tolerance? This fund family is perfect for you…” does this sound familiar? They have an inherently inductive approach, they’re focused on putting you into their box, to paraphrase an old idea – “When you’re a hammer, everything looks like a nail.” Whether it’s ‘proprietary products,’ sales goals, or middle management working towards a bonus, the old guard has a conflict of interest they don’t want to talk about. Their “Principal” is the employing firm first, not the client.
Bentonville, ARDisclosures
"Bespoke Wealth Solutions does not offer Tax or Legal Advice Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request."