The Power of Connection to Solutions and Expertise.

IPI Wealth Management supports independent financial professionals nationwide, giving them the freedom to run their business their way. Advisors can serve clients without worry knowing they’re connected to a powerful network and top-tier solutions.

OUR VALUES: Over 35 years ago, we were founded with our core values of INTEGRITY, PERFORMANCE and INNOVATION. These values are key to how we operate. IPI is a purpose-built partner for independent financial professionals who want freedom, support, and a home office that serves you. With deep experience, no hidden agendas, and an unwavering commitment to your success, IPI offers what many claim, but few truly deliver.

OUR SOLUTIONS: We support advisors with the personalized services, scalable solutions, and deep industry experience they need to thrive. From compliance and technology to marketing and investment solutions, our team helps advisors focus on what matters most: serving clients and building lasting impact.

Specialties: 
RIA Transition & Independence Support
Compliance & Risk Management
Technology & Practice Management Solutions
Back-Office & Operational Support
Investment Platforms & Research
Marketing & Growth Strategies

Our Priorities:
1. Make Your Services Competitive
2. Minimize Tasks That Hold You Back
3. Improve Your Clients’ Experience
4. Strengthen Your Independent Business
5. Connect You To Solutions & Advice
6. Champion Your Vision
7. Operate with integrity

“IPI exists to give independent financial professionals the freedom and support you need to help your clients achieve their goals.”

IPI Wealth Management, Inc.

A BAYARD CLOSSER

This department provides personalized financial planning and investment advice to clients.

Financial Services

This department provides financial guidance and investment solutions to clients.

Investment Services

This department manages budgeting, financial planning, and support for financial operations.

Finance Department

This department focuses on providing financial advising and investment management services to clients.

Wealth Management

This department oversees office operations and manages relationships with clients and stakeholders.

Administration Services

This department ensures adherence to laws, regulations, and internal policies to mitigate risks and uphold standards.

IPI Wealth Management, Inc.

Org chart

Teams

Financial Services

Investment Services

Finance Department

Wealth Management

Administration Services

Compliance Department

Offices

IPI Wealth Management, Inc.

Org chart

Teams

Financial Services

Investment Services

Finance Department

Wealth Management

Administration Services

Compliance Department

Offices

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