Boulder, CO
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...
More
Experience
Empower
1 year
Personal Capital
7 years
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