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Garvis O

Series 65, Series 63

Greensburg, IN

IPI Wealth Management, Inc.

Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hardwick Capital Management, LLC. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individual, business, and retirement plan clients. The firm utilizes an open-architecture model with proprietary, risk-based portfolios and offers a variety of advisory and manager services, including ERISA 3(21) and 3(38) arrangements.

ESG / Sustainable investing Retirement income strategy
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