FINANCIAL PLANNING & INVESTMENT ADVISORS
INVEST. PLAN. ADVISE.
Partnering with our clients on their lifelong financial journey to provide honest and objective financial advice.
40 Years of combined Financial Experience
Why Choose IPA?
Investment Planning Advisors was founded in 2001 with the vision of building relationships with our clients and experiencing the joys of their success. We operate as an independent financial planning firm with over 40 years of combined financial service experience. Our financial advisors provide unbiased and objective advice. We listen to what your goals and dreams are, and work with you over the years to help you achieve those goals and dreams.
Helping Bring Your Financial and Life Goals Together
Financial Planning
Our Specialties
Comprehensive Financial Planning
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.
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.