Ian A. Weinstein, ChFC®

Founder & Wealth Advisor

Ian A. Weinstein is the founder of Regimen Wealth and a seasoned wealth advisor with over 23 years of industry experience. Driven by a commitment to aligning financial strategies with his client's goals, Ian founded Regimen Wealth in 2020 to provide personalized and fact-based financial planning and investment services. His mission is to guide and empower clients through life's complexities, offer clarity and confidence, deliver long-term success, and support clients with a team that values compassion and collaboration alongside technical ability.

Ian specializes in advising corporate executives, multigenerational families, and high-net-worth individuals and families. His expertise spans comprehensive financial planning, tax strategy, portfolio management, complex cash flow analysis, equity compensation, retirement income and distribution strategies, and estate planning. He also oversees our team and investment strategy at the firm. Ian's vision and leadership are integral to shaping Regimen Wealth.

Ian is known for his ability to really connect with clients, simplifying complex financial concepts and becoming a trusted long-term resource for the family, often through generations. He takes pride in helping clients feel more confident and in control of their wealth and lives. His empathetic approach and dedication to making a positive impact set him apart in a crowded industry.

Ian holds a B.A. in Finance from the University of Georgia and earned the Chartered Financial Consultant® (ChFC®) designation through the American College of Financial Services.