IAN LAIMBEER
Ian is a Lead Financial Planner and Partner at True Wealth Group, where he helps guide both client strategy and firm operations with clarity and intention.
Ian takes an education-first, relationship-driven approach to advising. He prioritizes helping clients understand the reasoning behind financial decisions so they can move forward with confidence rather than react emotionally. By integrating tax strategy, cash flow planning, and long-term goals, he helps clients design plans that support the life they want to live.
As a co-founder of True Wealth Group, Ian was motivated by a belief that financial advice should be delivered with integrity, transparency, and care. His long-term focus is building a durable, values-driven firm known for sound thinking, trust-based relationships, and guidance that endures across generations.
Ian earned his Bachelor of Business Administration from Gonzaga University. Ian is a CFP® professional and holds the EA and LTC designations.
Ian is a Lead Financial Planner and Partner at True Wealth Group, where he helps guide both client strategy and firm operations with clarity and intention.
Ian takes an education-first, relationship-driven approach to advising. He prioritizes helping clients understand the reasoning behind financial decisions so they can move forward with confidence rather than react emotionally. By integrating tax strategy, cash flow planning, and long-term goals, he helps clients design plans that support the life they want to live.
As a co-founder of True Wealth Group, Ian was motivated by a belief that financial advice should be delivered with integrity, transparency, and care. His long-term focus is building a durable, values-driven firm known for sound thinking, trust-based relationships, and guidance that endures across generations.
Ian earned his Bachelor of Business Administration from Gonzaga University. Ian is a CFP® professional and holds the EA and LTC designations.
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- Website:
https://mytruewealthgroup.com/ - Phone: +1 541-588500
- City: Bend
- State: Oregon
- Postal Code: 97703
- Country: United States
- Designations: CFP, EA, CEPA
- Markets Served:
- Company Name: True Wealth Group
