Family Office & Wealth Management Advisors

Advisory That Understands Where You Come From.

Most financial advisory firms weren’t built with Korean-American clients in mind. They don’t understand the weight of family expectations, the complexity of assets held in Korea, the planning implications of dual citizenship, or why trust takes time to build.

Beyond Wealth
Management

Our advisors are bilingual, culturally fluent, and experienced working with clients navigating wealth across two countries and two cultures. We don’t just manage investments - we help you make sense of your full financial picture and plan accordingly.

Investment management

Personalized portfolios aligned to your goals, tax situation, and time horizon. Not model portfolios pulled off a shelf.

Comprehensive financial planning

Cash flow, insurance, tax-efficient strategies, education funding, and retirement - all coordinated in a single plan.

Liquidity & transition planning

Business exits, inheritance events, RSU vesting schedules - we help you navigate inflection points before they happen, not after.

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People You’ll actually Talk To.

We’re a small, senior team. When you work with IPM, you work directly with your advisor - not handed off to a junior associate.

Dr. Daniel Tai Young Lee

Indiana University – MA, PhD

Economics & Business Administration Seoul National University – BA, Law After 30 years advising families, I've learned that building lasting wealth takes more than reading markets. It takes understanding politics between nations, how different economies actually work, and the human values that drive every financial decision. I treat this work as a comprehensive art — not a narrow science. Every recommendation I make is grounded in historical and statistical evidence, never opinion or trend. My goal for every client is financial independence. But the deeper reward, for me, is passing on the thinking behind it — because the families who learn how to think about wealth are the ones who keep it across generations. That's the legacy I want to leave.

Steve Hsin

M.S. in Finance, University of Baltimore

B.A. in Finance, University of Baltimore I am in this business for one reason: to help others reach their financial goals. Beyond the numbers, I am more interested in sharing the real-world lessons I’ve learned—especially the mistakes. Understanding what held me back and how I moved forward is the most valuable insight I can offer. My ultimate goal is to build something meaningful in this industry thru financial literacy education, a legacy of financial stability and wisdom that lasts well beyond today.

Genti Cici

BS, International Business — University of Baltimore

MBA, Finance — University of Baltimore CFP® — Certified Financial Planner CAIA — Chartered Alternative Investment Analyst Series 65 — Investment Adviser Representative

Sang Woo Park

Community outreach and Cultural advisor

I came to America as a young immigrant and worked hard just to survive — running a grocery store for nearly thirty years while raising a family. Along the way, I learned how easily money can be lost, and how powerfully it can grow when you understand it. Too many in our Korean community have worked a lifetime and still feel unprepared for retirement. That's why I do this work. As we say, small amounts add up to a mountain. With clear goals and a steady plan, an ordinary life can become a secure one — and a comfortable one. I'd like to share what I've learned, so the next generation doesn't have to learn it the hard way.

Kyung Hee Hong

University of Seoul - MA, Visual Communication Design

University of Seoul - BA, Visual Communication Design Why you enjoy working in this business. I find great fulfillment in playing the role of the 'invisible hand' that ensures our organization runs smoothly and efficiently. Furthermore, I especially enjoy the challenge of bridging our U.S. and Korean offices. Facilitating seamless collaboration between these two locations and helping overcome cultural or operational gaps gives me a strong sense of purpose.

Yuna Choi

Account Manager

BA from Korea Educational Development Institute. 10+ years of executive secretary/accounting experience. Currently handling the accounting and tax reporting at W&W Family Office in Korea

Cameron Teeter

Executive Assistant

BLA, Bachelor of Landscape Architecture, University of Georgia

Jason Kwak

Investment Advisor

Western University - BA, Economics. Erom – Planning and Coordination Associate. M-Venture Investment - Management Manager. Maple Investment Partners - Management Team Manager. Certified Investment Manager (Korea)

Endrit Lloshi

Advisor

Business Administration and Marketing Degreees, Aleksander Xhuvani University in Albania

Diana Seo

Financial Advisor

Parsons School of Design, The New School University – Master of Fine Arts (MFA). Hyosung Women’s University – Bachelor of Fine Arts (BFA)

Gil Young Lee

Rising Gen Leadership Training Specialist

Seoul National University – MS, Education and English Education. Korea University – BS, Education. Lehi High School – Teacher internship, Utah, USA

Seong Ok Baik

Community Outreach and Cultural Advisor

Meet Our Team

A Connected Planning Experience From Invested. Advisory To IPM Advisory And Wealthy & Wise Family Office

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.

Early-career planning

Growth-stage planning

Multi-generational planning

Trusted by families building real wealth.

K. S.

InvestEd. Advisory has an extremely experienced group that provides a world class advisory service. They provide more personalized and detail-oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms. IPM Advisory provides each client with the best guidance for their situation and an advisor to help educate them along.

R. J.

InvestEd. Advisory has been fantastic to work with over the past couple of years. Their staff of financial advisers is intelligent, yet down to earth, making them an excellent resource for anyone who is a newbie to finances and looking for somewhere to start. I highly recommend.