Investing for retirement or college? Acquiring a large financial sum through a sale or inheritance?
Need assistance making major financial decisions?
These are just a few examples of significant life events that require proper planning and guidance. At Investment Planning Associates, Inc. (IPA), we help clients gain clarity on their long term financial outlook while managing their investable assets using a sensible, disciplined approach. Our goal is to remove the uncertainty around major life decisions and to help clients live comfortably with their investments through economic and market cycles.
IPA is a fee-only financial planning firm that adheres to a set of disciplined investment principles and practices based on a thorough understanding of the financial markets and history’s most successful long term investors. Based in Rockville, MD, we serve clients with investable assets over $250,000 both locally and nationwide.
Our Ironclad Values
Our fee-only structure minimizes any conflicts of interest and assures our clients there are never any hidden fees.
As CFP® professionals, we abide by the fiduciary standard, meaning we always put our client’s interest first.
In business for nearly 30 years, we have helped hundreds of clients plan for their long term goals and manage their investments in accordance with those goals.