Investors Portfolio Services was founded in 2001 with a simple but powerful belief — that every client deserves honest, independent advice with their best interests at the center of every decision. For over two decades, Frank and the IPS team have remained focused on one thing above all else: the well-being of the people they serve.

What sets IPS apart isn't just what we do — it's how and why we do it. As a fee-only, independent fiduciary firm, we don't earn commissions, sell products, or answer to a parent company. We answer to our clients. That structure means every recommendation is made for one reason: because we believe it's right for you. The advice we give is the advice we'd give ourselves.

The way we serve clients has evolved and will continue to evolve. What started as financial planning and investment management now reaches across many areas of work — from retirement planning and tax strategy to real estate, equity compensation, and concentrated stock strategies. As our clients' lives have grown more complex, our capabilities have grown with them. The intent hasn't changed: meet each client where they are, with the right expertise and the same straightforward commitment that started it all more than 25 years ago.

At Investors Portfolio Services, we believe that building wealth and building community go hand in hand. We are proud and committed to giving back to the people and causes that make our community thrive. Through sponsorships and ongoing support, we partner with local organizations that are making a real difference in the lives of those around us.