Founded in 2004 by Charles C. Massie, IV, Investment Planning Advisors, Inc. (IPA) is an independent, fee-only Registered Investment Advisor (RIA) firm based in Naples, Florida. The firm is dedicated to providing clients with personalized and objective financial planning and investment management services. As a fiduciary, IPA's mission is to help clients achieve their financial goals through a disciplined investment process while always prioritizing the clients' best interests.

Founded in

United States