Ipa

Who We Are

At Independent Progressive Advisors, we understand that wealth is not just about accumulating money, but about living the life you envision. As a fee-only, fiduciary advisory firm, we are committed to helping you achieve your financial goals and maintain peace of mind. Our team of experienced advisors, Ann Garcia, Scott Emblen, and Becky Meats, are dedicated to providing personalized guidance and support to help you make informed financial decisions.

Our Approach

We take the time to understand your unique goals, values, and aspirations, and design a customized financial plan that aligns with your financial reality. Our approach is centered around providing sound financial guidance that puts your goals front and center, regardless of market fluctuations. We help you focus on what you can control, such as asset allocation, taxes, and costs, to improve long-term performance and minimize risk.

Our Services

We offer a range of services to help you achieve your financial goals, including:

Investment Management: We help you focus on what you can control, such as asset allocation, taxes, and costs, to improve long-term performance and minimize risk.

Retirement Planning: We help you design and implement a strategic retirement plan that aligns with your financial reality and ensures a comfortable lifestyle in retirement.

Financial Planning: We provide personalized guidance and support to help you achieve your short-term and long-term financial goals, including budgeting, saving, and investing.

Business Retirement Plans: We help entrepreneurs and business owners set up and manage retirement plans that benefit both the business and its employees.

Our Team

At IPA, we pride ourselves on our diverse experience and perspectives. Our team of advisors brings a wealth of knowledge and expertise to the table, with backgrounds in finance, accounting, and business. We are dedicated to staying up-to-date with the latest market trends and regulatory changes to ensure our clients receive the highest level of service and guidance.

What Sets Us Apart

As a fee-only, fiduciary advisory firm, we put our clients' interests first and avoid conflicts of interest. We are committed to transparency, providing clear and concise reporting, and keeping clients informed every step of the way.

Get in Touch

We invite you to explore our resources and services further and contact us to schedule a complimentary consultation or to learn more about our services. We look forward to helping you achieve your financial goals.