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 family.
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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.
Company Details
- Employees
- 14
- Address
- 2 Apollo Road,
- Phone
- 888.980.6768
- ma****@****ers.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- imwealthpartners.com
- Keywords
- offered through StoneX Advisors.
- HQ
- Blue Bell, PA
Im Wealth Partners Questions
Im Wealth Partners's helpline number is 888.980.6768
Im Wealth Partners's website is imwealthpartners.com
Im Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/im-wealth-partners
Im Wealth Partners has
14 employees.
View email and phone details for 14
employees at Im Wealth Partners.
Im Wealth Partners's industry is
Investment Management
Im Wealth Partners's top competitors are
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Im Wealth Partners's support email address is marco@imwealthpartners.com
Im Wealth Partners's categories are Investment Management
