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IPI Wealth Management
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We Work With a Wide Range of Financial Professionals

Your clients count on you. You can count on our services.

Types of Financial Professionals

Financial Advisors

As your home office, we empower you with tools and resources to focus more on your client relationships, and less on daily tasks. From robust planning tools, integrated technology, compliance support and access to marketing resources, we’re here to equip your business.

Registered Representatives

To serve your needs, we’re able to provide trade execution services, a broad range of commissionable products, and compliance support. Sales tools and market insights help you to respond to client opportunities in a timely manner. Our services aim to support your fast-paced business.

Third-Party Professionals

For accountants, insurance agents and other professionals who need to work with client data and portfolios, we offer flexible integration points, secure data-sharing tools and operational assistance. Helping to simplify collaboration with other trusted providers of professional services.

We Take Care Of You, So You Can Take Care Of Them

Leverage IPI’s Capabilities

Financial Planning

We’re here to equip advisors with the tools and resources they need to create lasting relationships with clients. To provide more complete solutions, we have the ability to collaborate with other professional service providers and can help align your business offerings with broader client goals.

Wealth & Asset Management

We help advisors build model portfolios, with insights from market managers and regular updates from our investment committee. Financial professionals have access to research insights, tools and products to help all parties collaborate around a unified strategy.

Brokerage

We’re able to facilitate efficient and compliant execution of transactions, while supporting a wide range of investment products and client needs.

Protection & Insurance

We can connect you to insurance and risk management solutions that round out a comprehensive financial approach and help protect what you’re building with clients.

BUSINESS AND EXIT PLANNING

Navigate a plan for longevity and successful transfers. Through our strategic partners, we provide access to specialists to help guide business owners through complex transitions and tax strategies.

Partner With IPI

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

Contact The IPI Team

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.

© 2025 Member FINRA/SIPC     Check the background of this firm on FINRA’s BrokerCheck

IPI Form CRS | IPIWM Form CRS | Reg BI Disclosure | Privacy Policy | Disclosures | Best Execution | Business Continuity

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.