Innovative Wealth Partners, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Everyone knows that getting to the top of the mountain is only half the battle. Mountaineering experts also know that comprehensive planning for a successful descent can be the most critical phase of the trip.  The same can be said for successful retirement planning.
 
Long term investing and accumulating wealth for later years is fundamental, but failing to  plan in advance for income distribution (getting back down the mountain) can leave you exposed and unprepared for the risk of outliving your resources.
 
At Innovative Wealth Partners, we are experts at helping you to plan with the end in mind. After all, we know the primary reason for saving today is to enjoy a comfortable and secure retirement lifestyle tomorrow.  That is why we are dedicated to helping you get there.
 
Our Innovative Approach takes a holistic long-term perspective and artfully weaves disparate elements of your financial life into a coordinated vision for your successful future.  Using time-honored principals, we will help you efficiently optimize your resources to significantly increase retirement income streams while enhancing flexibility and minimizing risk.

Donald R. Ayers, Jr. is a Registered Representatives offering Securities through The O.N. Equity Sales Company MemberFINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 754-6794.  Investment Advisory Services offered through O.N. Investment Management Company.

Find Innovative Wealth Partners, LLC employees' phone numbers or email addresses

Innovative Wealth Partners, LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Innovative Wealth Partners, LLC's Leadership

  • Stylized image of a person
    J. A. B.
    Senior Vice President
    Phone icon
  • Stylized image of a person
    J. M.
    Financial Representative
    Phone icon
  • Stylized image of a person
    T. W.
    Financial Advisor
    Phone icon

Innovative Wealth Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Innovative Wealth Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A. B.
    Senior Vice President
    Phone icon
    United StatesPennsylvania
    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Financial Representative
    Phone icon
    United StatesNew Jersey
    Nov 18, 2025
  • Stylized image of a person
    T. W.
    Financial Advisor
    Phone icon
    United StatesOregon
    Oct 22, 2024

Frequently Asked Questions

What is Innovative Wealth Partners, LLC known for?

Minus sign iconPlus sign icon
Innovative Wealth Partners, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 2600 Highway 35 Manasquan, New Jersey 08736 United States. Explore Innovative Wealth Partners, LLC's company overview page for more information.

What is Innovative Wealth Partners, LLC's most common email format?

Minus sign iconPlus sign icon
Innovative Wealth Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovative Wealth Partners, LLC email formats with LeadIQ.

How many employees does Innovative Wealth Partners, LLC have currently?

Minus sign iconPlus sign icon
Innovative Wealth Partners, LLC has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Innovative Wealth Partners, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Innovative Wealth Partners, LLC's key employees include:

  • Senior Vice President: J. A. B.
  • Financial Representative: J. M.
  • Financial Advisor: T. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.