Investment Professionals, Inc.

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  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Trust Services
  • Fixed Income Services & Structure Products
  • Global Wealth Management
  • Business Investment Services
  • Employee Benefits Planning
  • Alternative Investments

IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with over $7 billion under management for over 90,000 clients nationwide. For over 20 years, we have used a down-to-earth, roll-up-your-sleeves approach to guiding clients toward a more secure financial future with a broad range of wealth management solutions.

 

Bryan LawrenceBenton, Bryant, Hot Springs, Hot Springs Village, Otter Creek
Bryan Lawrence
501-315-0069

Danny PeltonBella Vista, Bellefonte, Bentonville, Fayettville, Harrison, Jasper, Mountain Home, Rogers, Springdale, Western Grove, Yellville
Danny Pelton
479-695-3790

Kyle ScottClarksville, Clinton, Conway, Marshall, Russellville
Kyle Scott
479-489-2252

Roger RossFort Smith, Alma, Van Buren, Ozark, Mulberry, Altus
Roger Ross
479-478-4304

Adairsville, Calhoun, Carrollton, Cartersville, Dallas, Douglasville, Newnan, Rome, Senoia, Sharpsburg
Chuck Simpson
770-383-7456

Doug WilsonNorth Little Rock, Maumelle, Sherwood
Doug Wilson
501-978-3550

Jonathan LewisCumming, Dawsomville, Oakwood, Marble Hill
Jonathan Lewis
706-344-3173

Steve NamyDallas, Frisco, Lewisville, Allen, McKinney, Carrollton, Keller, Plano, The Colony, Southlake
Steve Namy
469-365-6205

 

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