Investment Planning Associates Inc

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11140 Rockville Pike Ste 400
Rockville, MD 20852
+1 (240) 430-0860
https://mai.capital

Investment Planning Associates Inc (IPA) has recently partnered with MAI Capital Management, combining their expertise in comprehensive financial planning and asset management strategies to support clients in reaching their financial goals. With a focus on holistic wealth management, financial planning, and investment advisory services, MAI provides extensive resources and personalized technology to meet the specific financial needs of high-net-worth individuals, families, business owners, professional athletes, and entertainers.

As a trusted fiduciary, MAI puts the interests of their clients first and offers attentive client service, backed by an experienced team of over 250 full-time employees with various professional designations and advanced degrees. With a commitment to developing meaningful partnerships and a customized approach to growing and preserving wealth, MAI aims to make a significant and positive impact on the lives and well-being of their clients.

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