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Investment Planning Associates, Inc. Employee Directory

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.

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

Investment Planning Associates, Inc. Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Investment Planning Associates, Inc.'s Leadership

  • Stylized image of a person
    J. P. L. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Fee-Only Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Phone icon
    Mobile Phone

Investment Planning Associates, Inc. Employee Metrics

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

Contact profiles from Investment Planning Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P. L. C.
    Owner
    Phone icon
    Mobile Phone
    United StatesMaryland
    May 30, 2026
  • Stylized image of a person
    J. L.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 25, 2025
  • Stylized image of a person
    C. D.
    Fee-Only Financial Planner
    Phone icon
    Mobile Phone
    United StatesDistrict of Columbia
    Mar 24, 2026
  • Stylized image of a person
    J. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 27, 2024
  • Stylized image of a person
    B. R.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Investment Planning Associates, Inc. known for?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc. operates in the Investment Management industry; 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?

Minus sign iconPlus sign iconInvestment 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?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Investment Planning Associates, Inc.'s key employees include:

  • Owner: J. P. L. C.
  • Owner: J. L.
  • Fee-Only Financial Planner: C. D.
  • Financial Advisor: J. D.
  • : B. R.

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