WELCOME
Investment Planning
Associates, Inc. (IPA) is a fee-only financial
planning and investment management firm located in
Rockville, MD. Founded in 1990, IPA uses a
sensible low cost approach to investing based on
over 20 years of personal investment experience and
the collective wisdom of history’s most successful
investors. IPA seeks to earn the trust,
confidence and long term loyalty of its clients by
helping them make important financial decisions,
delivering excellent risk adjusted rates of return
and providing a superior level of personalized
service. Client references are available
upon request.
OUR
PROMISE TO YOU
As a client of IPA, you share both
personal and financial information with
us. Your privacy is important to us, and
we are dedicated to safeguarding your
personal and financial information.
We
are committed to high standards. We are fiduciaries
to our clients. We receive no sales commissions, no
product incentives and no third party payments.
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SERVICES
Investment Management –
designed to help clients manage their core
(non-speculative) assets in a manner
consistent with their long term investment
objectives and tolerance for risk.
IPA’s investment principles are based on a
thorough understanding of successful
investment practices over many years and
include broad diversification, using high
quality no-load mutual funds as the primary
investment vehicle, minimizing risk,
minimizing taxes, no market timing and
patience. IPA provides quarterly performance
reports and an annual meeting to help
clients monitor their investment
performance.
Financial
Planning – designed to help
clients make important financial decisions
in their lives. Examples of these
decisions include: when to retire, how
much to save to retire at a certain age,
where to live in retirement and how much
they can afford to spend in retirement,
retirement income planning, how much to save
for college for their children.
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