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.

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 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.

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