IPS Advisory Services provides a client centered focus on financial planning for the individual or businesses. We are able to offer competitive services from multiple providers to satisfy the needs of our clients.
Working with local accountants and legal advisers we can help provide a holistic approach to develop meaningful planning services for our clients.
Centrally located in historic Annapolis, Maryland, our office is convenient for most clients in the Chesapeake Bay area and Metropolitan Washington D.C.
IPS Advisory Services also provides health insurance services to individuals and companies of all sizes. These services include:
Health Insurance Options from all the major health insurance carriers.
Long and Short Term Disability.
Long Term Care.
Business Income Replacement Disability.
David A. Ivey, ChFC, CLU, CASL
President, Financial Adviser
IPS Advisory Services
Member MDRT, NAIFA
David is the founder of IPS Advisory Services. His focus is on understanding what clients want from their retirement. Financial Security, a Comfortable Retirement and a Knowledgeable Adviser to help plot their retirement course. David’s thorough knowledge of the various planning and investment strategies available to clients today assist client’s in meeting their retirement needs with a focus on long term solutions, not todays fads. Dave helps our clients develop a diversified retirement plan with diversified income streams to help provide flexibility at retirement. Dave is an excellent communicator and enables client understanding by thoroughly educating clients and maintaining a close and meaningful relationship with them and their families.
Dave is a multi-year “Court of the Table” Qualifier and Life Member of the Million Dollar Round Table (MDRT.org), a member of The National Association of Insurance and Financial Advisers (NAIFA.org) and the Financial Agency Advisory Board with Nationwide Financial Network. He is also a Chartered Financial Consultant and Chartered Life Underwriter and Chartered Adviser for Senior Living, Specializing in LAYL Planning.
Life and Health Insurance Associate
Rob joined IPS Advisory Services to focus on individuals and business owners with their Life, Health, Disability & Long Term care needs. Rob holds an MBA from Ohio University and has over 30 years experience with large & small businesses. A part of that experience has been balancing employee benefits with business needs. Rob’s focus on business continuation and group benefits is crucial to his role with IPS. Rob is ACA (Affordable Care Act) certified and specializes in Heath Insurance, Medicare and Medigap plans and other related services.