Clients Review

"Ian is hands down the best investment I’ve made lately - both personally and professionally. I knew I needed help when I first called him, but didn’t expect him to ask about what REALLY matters to me. The guy is brilliant both financially and interpersonally - he’s a great listener, keeps things relevant, has clever ideas, and knows me well enough to make the right decisions when it matters."

"My husband and I consulted with Mr Whatley regarding updating a trust. After reviewing our information and wishes, he recommended a much more simple and cost effective solution (beneficiary deed, POA etc). He and his staff made us feel at ease and made sure we understood the issues. It was clear that he was recommending an approach that was in our best interest—which was not the approach that would generate the most fees. Not only is he highly knowledgeable in elder law and areas such as healthcare directives, and guardianship, but his ethical standards are impeccable. We think Todd Whatley and his staff are the best in elder law in NWA."

"I would mislead you if I said I work with Ian Weiner, CFP. I'm retired. I don't work. Ian does. More importantly, Ian only knows how to work one way...being connected. He's connected to his clients. Yes, he manages my financial portfolio; but he KNOWS me. He knows everything going on with me, he knows my family. Heck, he knows my friends. Ian is my financial dude, and being connected to me gives him a clarified plan of how to handle my financial world. You want Ian to understand your money, give him the opportunity to understand you. You won't be sorry."