Our History

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Founder, Mike Irving, started Irving Planning & Investments in 1981, helping public school teachers with retirement planning and insurance needs. His wife, Deanne, later joined the firm and helped build the company into a robust financial planning & asset management firm.   

Mike's son, Jason, joined the firm in 2020 after 12 years at Charles Schwab. He continues to serve the next generation by bringing an innovative and Financial Planning centric approach. Jason's wife, Allison, joined the firm in 2022 as the newest addition to the business, also bringing along 8 years of experience at Charles Schwab.

The vision for the business has always been to adapt and grow in ways that put client's best interests first, and the relationships extend across generations. We've seen career achievements, growing families, retirements, and other meaningful milestones along the way.

Our firm maintains this vision today - Building legacies that last.