Investment Planning Associates, Inc. Email Format

Investment ManagementMaryland, United States0-1 Employees

Investment Planning Associates, Inc. (IPA) operates as a registered investment advisor under the U.S. Securities and Exchange Commission, offering financial planning and investment management services. Based in Rockville, Maryland, IPA targets individuals and small businesses, focusing on low-cost planning and investment strategies that align with each client’s risk tolerance and market conditions. The firm primarily uses no-load mutual funds, supplemented by blue chip stocks and bonds when appropriate, with the goal of delivering reasonable returns over time. IPA was founded in January 1990 to provide practical financial guidance within a framework that emphasizes cost efficiency and tailored asset allocation.

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