IPM Advisory works with Korean and Korean-American professionals and families who are serious about growing, protecting, and eventually passing on their wealth. We speak your language - literally and financially.
If your financial life is getting more complicated, that’s a good sign - and the right time to talk to us.
See if you qualify
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We’re a small, senior team. When you work with IPM, you work directly with your advisor - not handed off to a junior associate.
MA, PhD, Economics & Business Administration, Indiana University
BA, Law, Seoul National University
M.S. in Finance, University of Baltimore
B.A. in Finance, University of Baltimore
BS, International Business — University of Baltimore
MBA, Finance — University of Baltimore
B.A. in Studio Art, Bucknell University, PA, USA
MBA, Seoul National University, Korea
University of Seoul - MA, Visual Communication Design
University of Seoul - BA, Visual Communication Design
BA from Korea Educational Development Institute
BA, Economics (Canada), Western University
Master of Fine Arts (MFA), Parsons School of Design, The New School University
Bachelor of Fine Arts (BFA), Hyosung Women’s University
M.Ed. in Education, Seoul National University
B.A. in Education & English Education
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IPM Advisory is the financial growth-focused division of Wealthy & Wise Family Office, designed for professionals and families navigating increasingly complex financial lives. Many clients begin with straightforward investment management through InvestEd. Advisory, offering simple, efficient ETF-based market growth designed for early wealth accumulation. But financial life evolves. As careers advance, families grow, and wealth expands, financial decisions become more interconnected. Retirement planning, education funding, tax strategy, risk management, estate structures, and long-term family goals all begin to matter simultaneously. IPM Advisory exists to help clients navigate that transition.
Our role is not limited to investment management alone. We help clients make informed financial decisions across the broader realities of life, whether that means preparing for retirement, structuring trusts and estates, planning for children’s education, evaluating major purchases, or building toward long-term generational wealth. For clients entering even more advanced stages of wealth and legacy planning, Wealthy & Wise Family Office provides a deeper level of multi-generational coordination and family office services. Throughout every stage, our team remains intentionally connected to your financial journey, providing continuity, planning clarity, and long-term strategic guidance as your life evolves.
Some of our clients reach a point where their needs go beyond traditional advisory - complex business structures, international assets, estate coordination, or family legacy planning. At that stage, we’ll introduce you to Wealthy & Wise Family Office, our partner firm for high - and ultra-high-net-worth Korean families.You’ll never need to start over.
Learn About Wealthy & WiseAnswer three quick questions to find the resources most relevant to your financial goals.
The first conversation is free, no commitment. Tell us where you are and what you’re trying to build - we’ll tell you honestly whether we’re the right fit.
