Investment Planning Associates, Inc. Employee Directory

Investment ManagementMaryland, United States0-1 Employees

Investment Planning Associates, Inc. (IPA) is a registered investment advisor under the jurisdiction of the U. S. Securities and Exchange Commission. IPA was founded in January 1990 for the purpose of providing sensible, low-cost financial planning and investment management services to individuals and small businesses. IPA uses no-load mutual funds as its primary investment vehicle, supplemented with individual blue chip stocks and bonds when appropriate. IPA’s objective is to deliver reasonable rates of return given each client’s risk/return objectives and prevailing market conditions.

Find Investment Planning Associates, Inc. employees' phone numbers or email addresses

Investment Planning Associates, Inc. Global Highlights

North America
5

United States Of America
5

Investment Planning Associates, Inc.'s Leadership

J. L.
Owner
Mobile Phone
Email
J. D.
Financial Advisor
Mobile Phone
Email
B. R.
Mobile Phone
Email

Contact profiles from Investment Planning Associates, Inc.

Name

Title

Contact Info

Location

Last Update

J. L.
Owner
Mobile Phone
Email
UNITED STATES
Jun 25, 2025
J. D.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 27, 2024
B. R.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Investment Planning Associates, Inc. known for?

Investment Planning Associates, Inc. operates in the Investment Management industry. The company's main headquarters is located in 11140 Rockville Pike, Suite 600; you can contact the main corporate office by phone at

+1-240-430-****

. Explore Investment Planning Associates, Inc.'s company overview page for more information.

What is Investment Planning Associates, Inc.'s most common email format?

Investment Planning Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investment Planning Associates, Inc. email formats with LeadIQ.

How many employees does Investment Planning Associates, Inc. have currently?

Investment Planning Associates, Inc. has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Investment Planning Associates, Inc.'s key employees and leadership?

As of December 2025, Investment Planning Associates, Inc.'s key employees include:

Owner: J. L.
Financial Advisor: J. D.
: B. R.

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