Ipi Wealth Management, Inc.

About Ipi Wealth Management, Inc.

<p>Known for taking a “bird’s eye view” of a household’s finances, IPI Wealth Management, Inc. works with clients who want a clear action plan and regular check-ins as life changes. The firm is headquartered in Decatur in central Illinois and works with clients across multiple states.</p> <p>Founded in 1996, IPI Wealth Management builds personalized action plans, helps clients choose wealth management solutions, and tracks progress toward stated goals with periodic updates and reviews. A key part of the firm’s work is managing the shift from saving and investing to taking distributions during retirement.</p> <p>As a <a href="/plan-advisors">plan advisor</a> and part of the <a href="/retirement-plans">retirement plan providers</a> ecosystem, the firm supports retirement planning and investment management alongside broader financial strategy. IPI Wealth Management operates under the umbrella of Investment Planners, Inc., a member of FINRA/SIPC.</p> <p>IPI Wealth Management is registered with the SEC and lists CRD number 111872. What sets the firm apart is its emphasis on ongoing reviews and a full-picture view of the client’s financial situation, rather than treating each decision in isolation.</p> <ul> <li>Financial advisory and wealth management action plans</li> <li>Retirement planning and distribution-phase planning</li> <li>Investment management and solution selection support</li> <li>Periodic progress updates and review meetings</li> <li>SEC-registered advisor (CRD 111872); operating under Investment Planners, Inc. (FINRA/SIPC)</li> </ul>

Website: https://www.ipiwm.com/

Founded: 1996