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Investment Planning Associates, Inc.

A Sensible Low-Cost Approach to Investing!

Our Services

IPA is a fee-only independent investment advisor, focused on holistic financial planning and investment management. Visit our services page to find out more about how we can help you.

Our Team

Investment Planning Associates, Inc. (IPA) is a registered investment advisor under the jurisdiction of the U.S Securities and Exchange Commission. Click the icon to get to know more about each team member.

Our Principles

Our fee-only services eliminate the conflict of interest between the advisor and client because there is no connection between the sale of a product and the advisor's compensation.

Our Location

We are located in Rockville, Maryland, just outside of Washington, DC. We are convenient to the greater Baltimore, DC and Northern Virginia areas.

Investment Vehicles

IPA uses high quality, no-load bond and stock mutual funds as its primary investment vehicle.

Privacy Statement

As a client of IPA, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.

 

Contact Us

Investment Planning Associates, Inc.
11140 Rockville Pike, Suite 400
Rockville, MD 20852
240.430.3000 Phone
240.430.3001 Fax

Jay P. Levin, CFP® – jay@ipa-ria.com
Jason Dall’Acqua, CFP® – jason@ipa-ria.com

Copyright @ 2016 - Investment Planning Associates, Inc. All Rights Reserved. Disclaimer: Investment Planning Associates may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Investment Planning Associates’ website is limited to the dissemination of general information pertaining to its financial planning and investment advisory services. Content contained on or made available through the website or Investment Planning Associates’ Social Media channels is not intended to and does not constitute legal, tax or investment advice, and no advisory relationship is formed. Investment Planning Associates does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment or financial planning advice for compensation, through this website. Certain information contained herein is derived from sources that Investment Planning Associates believes to be reliable; however Investment Planning Associates does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Please contact Investment Planning Associates at 240-430-3000 to find out if we may conduct advisory business in the state or country where you reside. For information about Investment Planning Associates registration status and business operations, please consult the Firm’s Form ADV disclosure documents. The most recent version of our disclosure brochure is available on the SEC’s Investment Adviser Public Disclosure website at the SEC's website adviserinfo.gov, and using our firm name.