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Reston and Herndon form the heart of the Dulles technology corridor — home to major offices of Google, Microsoft, Oracle, Leidos, SAIC, and a long list of federal IT contractors. The Korean-American community here is predominantly professional-class and predominantly tech-sector, with meaningful representation of both 1.5-generation and second-generation Korean-Americans in senior technical and management roles.
We’re a small, senior team. When you work with IPM, you work directly with your advisor - not handed off to a junior associate.
Every conversation can happen in Korean, English, or both. Meetings, documents, and ongoing communication adapt to the client — not the other way around.
We are a Registered Investment Advisor with a fiduciary obligation to our clients. No product sales, no hidden commissions.
We don't run a standard portfolio for every client. If your situation involves a pending RSU vest, a Korean inheritance, a practice buy-in, or a planned business sale — that goes at the center of your plan, not the footnote.
Clients grow. We grow with them. When a client's needs expand past IPM's scope, we coordinate with our family office affiliate, Wealthy & Wise Family Office.
If you're earlier in your wealth-building journey, our sister firm Invested Advisory may be the right first step. If your situation involves complex business structures, international assets, or multi-generational planning above $2 million, Wealthy & Wise Family Office is designed for you.
The first conversation is free and 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.
