How to navigate the 2025 Tax Cuts and Jobs Act sunset
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Boulder, CO

Ian Wymore

Principal & Senior Wealth Advisor

Ian Wymore is a highly experienced financial advisor with over 12 years experience in wealth management. As a Principal Wealth Advisor at Compound Planning, Ian advises a diverse clientele including business owners, professionals, multi-generational families, and retirees, providing customized solutions to meet their desired outcomes. Ian received his Bachelor of Science from DePaul University’s Driehaus College of Business with a major in finance before developing well rounded industry experience at firms such as Morgan Stanley, Personal Capital, and Empower. It’s due to this deep experience that Ian is able to deliver holistic financial pl...

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(720) 356-0719

[email protected]

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Experience

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Empower

1 year

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Personal Capital

7 years

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Morgan Stanley Wealth Management

4 years

Qualifications

DePaul University Driehaus College of Business

Bachelor of Science, Finance

Series 66

FINRA

Specialities

Financial planning

Retirement planning

Tax planning

Equity compensation

Estate planning

Liquidity event planning

Asset allocation

Behavioral finance

Business owners

Entrepreneurs

Professionals

Retirees

Tech employees

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