Independent Progressive Advisors

EST. AUM
$115,245,749

CONTACTS
2

CLIENT ACCOUNTS
518

Firm Details

Metro area Portland, OR
CRD Number 139649
Website ipawealthmanagement.com
Client types

Overview

Independent Progressive Advisors, LLC (IPA) is a fee-only Registered Investment Advisor that offers personalized financial planning and investment management services. Originally founded under a different name, the firm has evolved into an independent advisory business serving individuals, trusts, estates, charitable organizations, pension plans, and small businesses. IPA provides tailored consultation across a broad spectrum of financial needs including investment strategy, retirement planning, education funding, estate planning, tax analysis, insurance review, and cash flow management. Clients receive guidance while retaining control of their assets, with IPA placing trades under a limited power of attorney. The firm does not accept commissions or third-party compensation and is not affiliated with any financial product providers, ensuring a conflict-free advisory relationship. Initial consultations are offered at no charge and serve as an exploratory dialogue to determine alignment.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Independent Progressive Advisors

Platform Details

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