IPI Wealth Management Reimagines Brand With Financial Professionals’ Independence At The Center

Rebrand Hero

For over 28 years, IPI Wealth Management has built its reputation on an unwavering principle: giving independent financial professionals the freedom and support you need to help your clients achieve their goals. As we grow, our brand must reflect who we are today and where we’re going next.

Our focus has always been on empowering our financial professionals—and as you make the switch toward independence, we are focused on your success. Our new brand identity strengthens the representation of our mission and better encapsulates your experience at IPI.


“Our new identity captures everything that IPI stands for and the direction we’re heading” Bayard Closser, President of IPI Wealth Management, said. “It reflects our evolution over the years and the future we’re shaping.”

The Highlights

  • A simplified, iconic logo with a clean and modern wordmark—representing both the strength of independence and the power of a collective support system.
  • A cohesive color palette rooted in shades of blue, grey, white, and gold—representing trust, support, and the hard-working individuals we serve.
  • An elevated typeface to establish clean consistency across our communications.

A Bold New Future for IPI and Our Financial Professionals




Values that Drive Our Success

Since our inception, the letters IPI have represented more than our company name. Our verbal identity centers on three core brand values integral to our success and business operations.

Integrity
Performance
Innovation

These values are ingrained in everything we do. They shape every decision we make and empower you to serve your clients with confidence.


Guided By Our Philosophy

We honor God in all that we do. To us, that means creating an atmosphere where every decision aligns with a client’s objectives and goals. It also drives our commitment to helping you and your clients flourish—through robust support, championed independence, and a community built on shared values.

Our philosophy guides everything we do, from removing operational burdens to providing the tools and community that you need to grow your business on your own terms. We consider ourselves the partner you can rely on. With integrity, trust, performance, and innovation guiding us, we can help shape lasting success.


A New Visual Identity Sets the Tone for Success

A great brand reflects the people behind it. Our refreshed visual identity better communicates the values we stand for and the future we are building at IPI. The new color palette features signature shades of blue, gold, grey, and white to embody the trust and dedication you place in IPI, as well as the unwavering support we provide.


What This Means for You

  • A Brand That Elevates Your Business: The way we represent our brand extends to every touchpoint, and we’re giving you a trusted, professional identity to align with.
  • A Symbol of Independence and Connection: Our modernized logo represents both the strength of independent financial professionals and the support of a powerful network. It’s a symbol of trust, credibility, and the freedom to build your business your way.
  • A Commitment to Excellence: Just as you strive for excellence in serving your clients, IPI is committed to pursuing innovation and providing top-tier support.
  • A Clear and Consistent Message: This rebrand ensures that whether you are engaging with clients, networking with peers, or growing your business, you have the necessary tools to guide your business while driving the IPI mission forward.

Maintaining visual and verbal consistency across all platforms will be especially important as our new brand makes its debut. A number of key marketing touchpoints will begin to reflect our refreshed identity, including the website, email, social media, and more.


The Future of IPI Wealth Management

Our new look pushes the boundaries of what’s expected in our industry while staying true to our roots. This evolution helps us define who we are today and where we’re going tomorrow. Every step we’ve taken through this rebranding has been with you and your clients in mind.

We’re looking forward to continuing to support, empower, and elevate you and future professionals who choose to build their business with us.

We invite you to explore our new look, dive into our resources, and learn more about the exciting opportunities available at IPI.

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