FINANCIAL PLANNING & INVESTMENT ADVISORS

GET THE ANSWERS YOU HAVE BEEN LOOKING FOR

Financial planning and investment management that delivers on clarity, confidence, and accountability.

INVEST. PLAN. ADVISE.

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Our Services
About Us

Helping Bring Your Financial and Life Goals Together

Financial Planning

Optimize your financial life with a real plan. See the impact of your financial decisions before taking action and proceeding with recommendations.
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IPA Services FAQ
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50 Years of combined Financial Experience

Why Choose IPA?

✅ 100% Fiduciary Advisors
✅ Low and Transparent Fees
✅ Dedicated Service TEAM
✅ In-House Portfolio Management
✅ Routine Client Reviews

❌ No Commissionable products
❌ No Proprietary products
❌ No Annuities
❌ No Referral Fee/Third Party Selling Agreements
❌ No Industry jargon

Our Specialties

Comprehensive Financial Planning

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Investment Planning

Retirement Planning

Insurance Planning

Estate Planning

Tax Planning

Business Planning

Education Planning

Dave Ramsey Endorsed Local Provider

SmartVestor Pro

Investment Planning Advisors is dedicated to helping clients achieve financial success through Dave Ramsey’s principles and education. We specialize in retirement, debt elimination and legacy planning. As an Endorsed Local Provider and SmartVestor Pro for over 20 years, we are proud to serve North Georgia.

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Our Team

About IPA

Our team is dedicated to providing transparent and understandable information on financial advisor compensation, while helping clients reach their financial goals. We value Compassion, Integrity, Independence and Commitment in our work and strive to build long-term relationships with our clients.

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