“IPI exists to give independent financial professionals the freedom and support you need to help your clients achieve their goals.”
We’re here to listen to your needs and provide customized solutions, finding ways to optimize your time for your clients.
We invest in innovative technology to help ensure you’re on the cutting edge of the industry’s service offerings.
You choose how to run your financial business and what goals you want to chase. We’ll partner with you to help you achieve your vision.
If you have an idea, we will do everything we can to help make it a reality. Our team’s capabilities range from investments, compliance, technology through to marketing. And when you work with us, it’ll be on a first-name basis.
Over 110 years of combined experience lead IPI as we find ways to innovate in the financial services industry.
Your go-to for making your life easier, our team is equipped to help elevate your practice.
Thanks to this group working behind the scenes, necessary resources are facilitated to both our team and your team.
IPI Headquarters:
226 W Eldorado Street
Decatur, IL 62522
(217) 425-6340
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Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor’s overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
