International Planning Alliance, LLC was formed as a result of a merger of three financial advisory firms and has emerged as one of New York metropolitan area’s premier financial management concerns.

From its humble beginnings, IPA has developed into a network of highly skilled professionals dedicated to offering integrated financial solutions and strategies
and to linking all elements of a person’s financial life to create a holistic and
powerful synergy.

This unique methodology coupled with an uncompromising dedication to
ethics, integrity and service has resulted in rich enduring client relationships
and unprecedented growth.