Founded in 1969 and headquartered in Decatur, Illinois, Investment Planners, Inc., operating as IPI Wealth Management, is an independent financial services firm. The company's mission is to provide personalized financial guidance and strategies to individuals, families, and businesses. IPI operates as both a broker-dealer, registered with FINRA, and a registered investment adviser, enabling its advisors to offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their model emphasizes long-term client relationships and tailored advice rather than proprietary products.

Founded in

United States