Who we are:

Irving Planning & Investments, Ltd. is a family run financial firm. As a multi-generational business, we offer over five decades of combined financial services experience. Part of our family legacy is the commitment to building lasting relationships with our clients and their children. We have a vested interest in helping our clients achieve their financial goals for generations to come.

Who We Serve:

We work with individual investors and business owners. Whether you are a school teacher, a small business owner, or an executive at a large firm, we can help. Many of our current clients are family members of a previous generation of clients. We are familiar with the transfer of wealth and find that with open communication this process can be a positive experience. By honoring and building upon the values and principles that have guided previous generations, family members can feel a sense of continuity and connection to their shared history.

What we do:

We carefully listen to your story.  By listening to what's important to you, we can make appropriate investment management and financial planning recommendations to help you achieve your goals. Together, we create a plan to help you succeed. We make the investment process as simple as possible and believe in building broadly diversified portfolios using qualified investment managers. Financial planning conversations focus on what matters most to you. Whether it's Retirement or Education Planning, Estate or Tax review, or helping you build a budget to meet your needs, we've got you covered. 

We always appreciate connecting with you and strive to meet with you regularly in person or virtually based on your preferences. We promptly respond to you to discuss and review any of your financial needs.   

What tools we provide you with: 

We provide you with an online Client Portal to track your investments and goals, updated daily. Whether you prefer using our phone application or website tools, we have something for you. We will also send you quarterly composite reports, newsletters, and other information that we feel will benefit you. We are happy to meet and discuss any questions or concerns you have, just let us know. 

What sets us apart?

We are committed to maintaining the highest standards of integrity and professionalism as we walk through life with you. Our family’s reputation and legacy are represented in the way we serve your family. We take the responsibility of putting your interests first, very seriously.

We understand that trust is earned, and we strive to be open and honest about how we do business. We are committed to providing clear and concise explanations of our fees. We strive to reduce unnecessary costs and make investment decisions with this in mind. We think you will find our fees to be some of the most competitive in the industry.