Our unwavering commitment to financial professionals has earned our team recognition and awards. As we continue to grow, this dedication becomes increasingly evident.
Founded in 1987, Investment Planners, Inc. was built on a mission to empower both clients and advisors with tailored investment strategies rooted in experience and trust.
We set up a dedicated clearing and custody relationship to streamline operational efficiency, reduce oversight risk, and improve service quality. This infrastructure directly supports streamlined operation and enhanced security for clients.
IPI moves its Home Office from Mt. Zion to Decatur, IL
Moving our headquarters from Mt. Zion, Illinois brought us into the center of our Decatur community. It expanded our footprint, strengthened local connections, and positioned the Home Office for expansion and a focus on community partnerships.
This industry forum is designed specifically for our financial professionals. The event has become a key platform for peer networking, education, and sharing best practices.
IPI registered as a Registered Investment Adviser (RIA), affirming our fiduciary responsibility to act in clients’ best interests. This transition elevated our advisory standard and deepened trust for both clients and advisors alike.
Adopting this comprehensive approach marked a shift to fully integrated wealth planning—covering investments, taxes, estate, and lifestyle. We can align advisor efforts more cohesively with clients’ life goals.
This rebrand signified our evolving focus—moving beyond investment products toward holistic wealth management and our broad suite of services available to clients and advisors.
Recognized for our growth and market momentum, we will go on to win this award again in the future. Signaling our scaling reputation.
Our annual advisor-exclusive event focuses on strategic planning and collaboration. It deepens relationships and equips our advisors with tools to better serve clients year-round.
Our inaugural IPI W2 Wisdom & Wellness Event in April of 2019 introduced an immersive advisor-focused business development experience for our women advisors. This retreat’s main objectives include focusing on strengthening relationships between advisors and our business partners, discussing and planning for growth opportunities, and personal wellbeing.
Our Investment Committee brings together home office staff and research analysts to guide portfolio strategy and governance for clients and advisors.
The launch of Intelligent Portfolios offers diversification along with the ability to make tactical shifts and track performance history.
A recent win of a familiar award, this recognition signals confidence from the broader industry and highlights our commitment to advisor success.
The IPI Solution Suite (ISS) centralizes research and portfolio oversight. This enhances advisor support and ensures consistent, data-driven guidance for clients.
*2008 & 2022 Industry awards, Process, and Disclosure:
About Financial Advisor Magazine:
Financial Advisor Magazine (“FA”) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. FA Magazine created these awards, and both awards were given in August of 2022. IPI does not pay a fee to FA in exchange for inclusion or use of the above rankings.
Process and Disclosure:
To define the Top 50 Fastest Growing Firms, FA Magazine ranked firms by the percentage growth in assets between 2020 and 2021, using the firm’s year end 2021 asset total.
To rank firms in FA’s RIA Survey & Ranking 2022, FA Magazine ranked firms by their year-end 2021 assets.
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported on the advisors and verified by review of advisor’s ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2022, to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Financial Advisor’s ranking comes at no cost to IPI.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.
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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.