A complete list of active advisors currently associated with IPI Wealth Management, Inc.
Warmer can help you find a great advisor at IPI Wealth Management, Inc. or one who fits your needs even better.
IPI Wealth Management, Inc. provides investment management, financial planning, and access to third‑party asset managers and TAMP programs for individuals (including high‑net‑worth clients), businesses and retirement plans. The firm manages roughly $2.65 billion in client assets across a team of 66 advisors and also offers participant‑level retirement plan advice and plan sponsor services. IPI operates an open‑architecture model and offers a suite of proprietary, risk‑based model portfolios — including IPI IntelligentPortfolios, ExecutivePortfolios, ESG models and a Biblically Responsible Equity portfolio — that are managed on a discretionary basis and reviewed quarterly by an Investment Committee in collaboration with TaiberKosmala & Associates. The firm emphasizes strategic asset allocation combined with active manager oversight and can apply tax‑aware rebalancing and asset‑location strategies to held‑away accounts such as 401(k)s and HSAs. Distinctively, IPI has outsourced certain execution, billing and reporting functions to an outsourced‑agent platform (TAIKO) while retaining fiduciary responsibility for investment decisions, and it authorizes supervised use of an AI note‑taking application to summarize client meetings with human review. The firm also acts as a marketing agent for other registered investment advisers and offers both ERISA 3(21) advisory and 3(38) discretionary manager services, a mix of operational arrangements and product offerings that is less common among peers of its size.
To learn more about the advisors currently working at IPI Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse IPI Wealth Management, Inc.'s office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")