Get a FREE Investment Planning Consultation!

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.