Boulder, CO
Ian Wymore
Principal & Senior Wealth Advisor
Ian Wymore is a highly experienced financial advisor with over 13 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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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
event February 19, 2025
Everything You Need to Know About Diversifying a Concentrated Position
Holding a significant portion of your wealth in just one or two stocks can be both an opportunity and a risk. Whether your concentrated position comes from stock-based compensation, long-term holdings, or inheritance, navigating the right approach to diversification is crucial to protecting and optimizing your wealth.
For this Compound Conversation, we will be joined by the Cache team to break down the challenges of concentrated positions and explore the full range of diversification strategies available—tax-efficient selling, direct indexing, exchange funds, charitable giving, and more. We’ll also discuss the trade-offs of each approach so you can make informed decisions about how to diversify without unnecessary tax burdens or liquidity constraints.
Key Takeaways:
✅ Why concentrated stock positions create both opportunities and risks
✅ The pros and cons of common diversification strategies, including tax-loss harvesting, direct indexing, and charitable giving
✅ How exchange funds work, their tax advantages, and when they might be a good fit
✅ Key considerations when selecting a diversification strategy, including tax implications, liquidity needs, and market exposure
✅ How new solutions are making diversification more accessible and cost-effective
If you’re navigating a concentrated stock position, this webinar will help you understand your options and take control of your financial future.
newsroom 1 MIN
$1.4bn Compound Planning adds nine advisors from Personal Capital
newsroom 1 MIN
Compound Planning hails pivotal hire of nine financial advisors
newsroom 3 MIN
Compound Planning Solidifies Its Position as a Tech-Powered Leader in Wealth Management, Adding 9 Advisors to Team
FOR IMMEDIATE RELEASE DENVER and NEW YORK – Compound Planning , a leading digital family office known for its innovative approach in serving entrepreneurs, professionals, and retirees, today announces a strategic enhancement of its team with the addition of nine experienced financial advisors. This move underscores Compound Planning's commitment to providing exceptional, technology-driven wealth management services to its high net worth clients. Christian Haigh , Co-Founder and CEO of Compound Planning, shares, “We're not just growing; we're elevating the wealth management experience for our clients. The arrival of these nine advisors is pivotal, as it enriches our fusion of technology with personalized financial advice. Our clients deserve the best of both worlds – cutting-edge digital tools and bespoke advisory services. This blend is what sets Compound Planning apart in the realm of wealth management for affluent individuals and families.” The new team members, each joining from Personal Capital, a firm renowned for its technological innovation in financial planning, bring a diverse array of skills: Aaron Foster, CFP® : 13 years in guiding business owners through transitions and retirement planning at Personal Capital and Charles Schwab. Beau Simon : Over eight years of experience in comprehensive financial planning for high net worth clients at Personal Capital, Gerber Kawasaki, and Northwestern Mutual. Brad Porter : Over 10 years of experience, specializing in customized solutions for business owners and executives while at Personal Capital and Crestone Capital. Ian Wymore : Principal Wealth Advisor with 12 years of advising business owners and families at Personal Capital and Morgan Stanley. Nathan Bengali : Brings a rich 18-year background advising ultra high net worth and high net worth clients at Personal Capital and Northern Trust. Rachel Buffalo, CFP® : 9 years in wealth management, focusing on diverse client needs including tech employees at Personal Capital and Morgan Stanley. Shannon Lynch, CFP® : A decade of experience in managing high net worth client relationships at Personal Capital and UBS. Whitney Pappas : Director of Sales and Senior Wealth Advisor, with 17+ years in the industry at Personal Capital, Janus Capital, and Fidelity investments. Willem Bloemsma : 8+ years in providing tailored wealth management solutions to high net worth clients at Personal Capital and Foresters Financial. Each advisor's independent decision to join Compound Planning reinforces the firm's reputation as an innovator in blending high-end service with advanced technology. About Compound Planning: As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high net worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients. For more information about Compound Planning and our approach to wealth management, please visit compoundplanning.com . Contact: Rob Stella, CFP® (617) 675-2311 [email protected]
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