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IPI Wealth Management Your vision. Our support. Success simplified. We help make independence for financial advisors feel less complicated and more rewarding. Let’s connect.

This month, we're highlighting Kelby Owens and the Phase Financial Team in Greensburg, Indiana. Kelby recently brought h...
10/19/2026

This month, we're highlighting Kelby Owens and the Phase Financial Team in Greensburg, Indiana. Kelby recently brought his team to the IPI home office, giving us the chance to connect in person and learn more about the people behind his practice.

Outside of client work, Kelby is making an impact in his community — including spearheading the installation of a one-of-a-kind basketball tree at Decatur County Park. It's a great example of the kind of people in the IPI network.

Six years in, Kelby put it best:

"We have built some great relationships along the way and have really appreciated the support they have provided the Phase Financial Team. We are thankful for their partnership, and amazed at what all we have been able to accomplish together. Looking forward to many more years to come!"

We're proud to have Kelby and his team as part of IPI.

After a distinguished career serving his clients, Stephen Nannenga has retired. Stephen spent his final years in the ind...
10/16/2026

After a distinguished career serving his clients, Stephen Nannenga has retired. Stephen spent his final years in the industry as part of the IPI network, and we’re grateful he chose us.

He said it best:

“IPI was my final choice and proved to be my best choice!”

Stephen, thank you for the trust you placed in IPI and for the dedication you showed your clients throughout your career. Wishing you a well-earned retirement.

What’s your risk tolerance when it comes to your investment strategy?Swipe through to learn what risk tolerance really m...
10/15/2026

What’s your risk tolerance when it comes to your investment strategy?

Swipe through to learn what risk tolerance really means and how it shapes your portfolio.

October is Cybersecurity Awareness Month. A perfect time to remember that protecting your financial information is just ...
10/08/2026

October is Cybersecurity Awareness Month. A perfect time to remember that protecting your financial information is just as important as managing it.

Scammers are sophisticated, and the warning signs are not always obvious. Swipe through to learn five red flags every investor should know, and what to do if something does not feel right.

Unsure about tax rates? The U.S. tax code treats different types of income very differently and understanding that disti...
10/07/2026

Unsure about tax rates? The U.S. tax code treats different types of income very differently and understanding that distinction can have a significant impact on how much wealth you actually keep.

A W-2 employee earning $200,000 may pay an effective federal income tax rate of 30% or more. An investor generating the same amount through long-term capital gains often pays 15% or less. Swipe through to understand the structural difference and what it means for your own financial strategy.

Your 401(k) is one of your most important retirement assets. Before year-end, take a closer look at how it’s working for...
10/05/2026

Your 401(k) is one of your most important retirement assets. Before year-end, take a closer look at how it’s working for you.

Swipe through a few areas worth reviewing, from contributions and employer matches to investment alignment and plan options.

For advisors, it’s also a simple opportunity to start a meaningful planning conversation with clients.

Swipe through for a look at the tools and resources available through the IPI network.
10/01/2026

Swipe through for a look at the tools and resources available through the IPI network.

IPI was proud to sponsor the Northeast Community Fund's annual Farm to Fund fundraising event on Saturday, September 26....
09/29/2026

IPI was proud to sponsor the Northeast Community Fund's annual Farm to Fund fundraising event on Saturday, September 26.

Teanna and Michelle attended to show their support for an organization dedicated to serving its local community.

We’re grateful for the opportunity to support the Northeast Community Fund and its work to help individuals and families in need.

Today we’re recognizing Karen Reynolds as she celebrates 25 years with IPI.Starting with IPI right out of college, Karen...
09/25/2026

Today we’re recognizing Karen Reynolds as she celebrates 25 years with IPI.

Starting with IPI right out of college, Karen has grown alongside the company and built lasting relationships with the financial professionals, partners, and colleagues who have been part of her journey.

“I feel like I grew up here. I’ve had the opportunity to do so many different things, meet so many amazing people, and grow right alongside the company. IPI has been such a big part of my life, and I’m incredibly grateful to have been part of this family for so many years.”

Thank you, Karen, for 25 years of dedication to IPI and the people who make it what it is.

Are you protected as an investor? That’s the goal of financial regulations. Here’s a look at how some of the systems kee...
09/22/2026

Are you protected as an investor? That’s the goal of financial regulations. Here’s a look at how some of the systems keep a watchful eye for your best interests.

Address

226 W Eldorado Street
Decatur, IL
62522

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Telephone

+12174256340

Website

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