Imeson Wealth Partners LLC is a San Diego fiduciary financial planning firm founded in 2024 by Garrett Imeson, CFP®, who has worked in the financial industry since 2009. The firm serves individuals, families, business owners, professionals, and retirees preparing for or living through retirement. Its fee-based planning process emphasizes objective guidance without commissions or product-based incentives.

The firm coordinates retirement income, investment management, tax planning, Social Security, Medicare, estate planning, insurance, risk management, and cash flow management in personalized strategies. Planning may account for income from 401(k)s, IRAs, pensions, public retirement systems, military benefits, and Social Security, alongside California taxes, healthcare costs, and local living expenses. Imeson Wealth Partners also offers tools including Roth IRA growth, Roth conversion, and required minimum distribution calculators, plus educational resources such as a blog, FAQs, case studies, and a newsletter. Its approach includes ongoing guidance as clients’ circumstances, market conditions, tax laws, and goals change. Based in San Diego, the firm invites prospective clients to schedule a free consultation by phone or online.