About Us

A new perspective in planning requires a team with new perspectives, which is why the IPG team has been carefully assembled with individuals that live our principles of knowledge, integrity, and impact to their core.

We have experience with nearly every situation, while we continuously strive to learn and refine. Our most important role is our fiduciary role; we assess every decision through the lens of your best interest, and our team can confidently say we will be here to serve you and your family for decades to come. We think independently, we question the status quo, and we approach every corner of your financial life with a strong moral compass and a drive to make a noticeable, positive difference.

We don’t shy away from being different, we welcome change, and we respect time-tested wisdom. No matter your current stage we are, and will be, here to serve you.