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IPI Wealth Management
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Our Values Connect Us

IPI is built upon a foundational belief that HOW we do business is just as important as WHAT we do.

We serve independent financial professionals through connection to resources, services and each other for a stronger future.

Believe in something bigger.

Our Philosophy

Honor God in All That We Do

Create an atmosphere where decisions are harmonized with a client’s objectives and goals.

Promote a Culture of Excellence

Provide a high level of support to the financial professional.

Build Successful Partnerships

Encourage the sharing of ideas and talents for the good of all.


Integrity

Our commitment to acting in your best interest.

Performance

Helping you achieve goals in and out of the office.

Innovation

Elevating the service you receive and provide to your clients.

Our Priorities

  • 1. Make Your Services Competitive
  • 2. Minimize Tasks That Hold You Back
  • 3. Improve Your Clients’ Experience
  • 4. Strengthen Your Independent Business
  • 5. Connect You To Solutions & Advice
  • 6. Champion Your Vision
  • 7. Operate with integrity

Philanthropy

Freely Giving Of Our Resources And Time

As business owners, we’re committed to giving back to our community—and encourage you to do the same. We support a number of charities and the incredible work they do.

If your organization would like to be considered for a charitable contribution, please complete this request form.

Contact the IPI Team


Independence Doesn’t Mean Going It Alone

See how IPI can elevate your future.

Ready To Join IPI?

If you’re a financial professional and want to hear how we can partner with your business, our team is ready to connect.

Contact IPI

Looking For An Advisor?

If you need someone to help you plan your future, our network of financial professionals are ready to step in.

Find A Local Office

Insights & News

Don’t Miss The Latest From Our Team

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

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Versatile 529 Plans Can Help with More than Just College

Versatile 529 Plans Can Help with More than Just College

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Life Insurance in Retirement

Life Insurance in Retirement

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QLACs: Your Retirement Accounts Can Act Like Pensions

QLACs: Your Retirement Accounts Can Act Like Pensions

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Peer-to-Peer Payments Are Popular, but Be Careful

Peer-to-Peer Payments Are Popular, but Be Careful

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Golf Is Back, but Good Luck Getting a Tee Time

Golf Is Back, but Good Luck Getting a Tee Time

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Concerned About Cyberattacks? The Threat Is Real

Concerned About Cyberattacks? The Threat Is Real

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Breaking Down the Numbers: The Soaring U.S. National Debt

Breaking Down the Numbers: The Soaring U.S. National Debt

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Accounts for Two: A Team Approach to Retirement Savings

Accounts for Two: A Team Approach to Retirement Savings

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The Lock-In Effect: Will It Ever Let Go of the Housing Market?

The Lock-In Effect: Will It Ever Let Go of the Housing Market?

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Solutions For Your Business

We want to see you succeed. Let’s talk about how our services can move your business forward.

Contact the IPI Team