From in-person or virtual consulting to training seminars and workflow solutions, IPI works to find growth opportunities for your business.
Get powerful tools to optimize multiple aspects of your operations including portfolio construction and client communications.
Benefit from a scalable structure and pricing model that brings value at every stage of your business.
We offer one-on-one coaching into scaling your practice, enhancing client experience, and improving processes. With access to our suite of financial planning tools, you can compete with firms of any size.
Equip your team with hands-on training on products, technologies, and workflows to boost productivity and client service from day one.
Plan for the future with guidance on succession structures that preserve client relationships and the long-term value of your practice.
Access our innovative advisory platform that centralizes key functions—from portfolio management to reporting and client communication. This gives you the tools, models, and flexibility to scale your investment offerings with ease and efficiency.
An integrated platform that connects portfolio management, CRM, reporting, compliance, and planning.
Access ready-made marketing tools and professional coaching to help you build your brand, attract clients, and grow sustainably.
Make informed decisions with access to top-tier market research and portfolio insights.
Stay sharp with virtual and in-person events, training sessions, and peer networking with IPI’s strong community of growth-minded professionals.
Advise Using World-Class Expertise
Reach Your Audience
Serve Clients Without Worry
Make Powerful Decisions
We want to see you succeed. Let’s talk about how our services can move your business forward.
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.