Ian Meierdiercks

I help business owners and families develop comprehensive financial strategies for today and tomorrow.

Role: Founder & Chief Planner at Im Wealth Partners
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Ian Meierdiercks

Ian Meierdiercks is the Founder and Chief Planner at IM Wealth Partners. Ian started his…

Experience

Founder & Chief Planner
Im Wealth Partners
Oct 2003 — Present · Blue Bell, PA, US
Founded in 2003, IM Wealth Partners is a comprehensive financial services firm with the goal of redefining the concept of financial planning. The team at IM Wealth Partners acts as a personal financial concierge, handling all aspects of a client\'s financial life.

Education

Drexel University
Bachelor of Engineering - BE

Contact information

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Work email
•••••@imwealthpartners.com
Personal email
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Current company

Im Wealth Partners

Investment Management · 15 employees · Blue Bell, Pennsylvania, United States

IM Wealth Partners was founded in 2003 by Ian Meierdiercks, Chief Planner. As an independent financial advisory firm, IM Wealth Partners’ mission is to empower clients with an experienced team to help navigate and execute life, family, and business aspirations. At IM Wealth Partners, we believe that financial growth is obtained through good old fashioned hard work, unprecedented perseverance, and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve. IM Wealth Partners works in conjunction with our clients’ existing advisory team. Our proven process helps identify, understand, and navigate the financial complexities clients face, whether an individual, family, or owner/shareholder of a closely-held business. We pride ourselves on creating a simple, enjoyable experience to help our clients achieve their goals. When it comes to mapping out our clients’ financial future, we take a holistic approach to planning. We are with our clients every step of the way, providing key knowledge, personal care, and innovative solutions. Our team deeply understands the challenges associated with protecting and preserving wealth, operating a closely-held business, and provides solutions to solve the problems that are important to you personally and as a Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through StoneX Securities Inc. member FINRA/SIPC. Advisory Service offered through StoneX Advisors, Inc.

imwealthpartners.com

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About Ian Meierdiercks

Experience

Founder & Chief Planner

Education

Drexel University

Find verified contacts for anyone on LinkedIn