# Ipi Wealth Management, Inc.
Source: https://planprovider.pro/provider/ipi-wealth-management-inc

> 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…

Retirement Plan Advisor

Decatur, IL

## 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/](https://www.ipiwm.com/)

Founded: 1996

## Office Locations

- Decatur, IL (Headquarters)

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| DULY HEALTH AND CARE 401(K) PLAN|MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND, IL|$1.1B|6,585|

| QUINCY MEDICAL GROUP RETIREMENT TRUST|QUINCY PHYSICIANS & SURGEONS CLINIC S.C. D/B/A QUINCY MEDICAL GROUP, IL|$158M|872|

| AVMA LIFE TRUST, LLC 401(K) PLAN|AVMA LIFE TRUST, LLC, IL|$75M|3,439|

## Team Members

- **Dawn Moncey**, EA, MBA

- **Michaela Pence**, Associate

- **Dave Ruths Jr.**, CFP, CKA

- **Julie-Anne Pickett**, Associate

- **Craig Moncey**, ChFC

- **Sydney Banta**, Associate

- **Elizabeth Snyder**, Associate

- **Jerry Yockey**, Associate

- **Jordon Colbrook**, Associate

- **Jerry Peabody**, Associate

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