.svg)
.svg)
If Annandale is the commercial Koreatown of Virginia, Centreville is the residential one. Families who work in Annandale, Tysons, or DC drive home to Centreville — for the schools, the space, and the community.
The Korean Central Presbyterian Church (KCPC) on Lee Highway is one of the largest Korean churches on the East Coast and the gravity well for much of Korean family life in western Fairfax. On Saturdays, the Central Korean School operates out of the same campus, teaching Korean language, history, and culture to a generation of Korean-American children who attend Centreville High, Chantilly High, and Westfield High during the week. The Sent Christian School, hosted by KCPC since 2022, adds a full-week Christian education option for families who want their children grounded in both faith and Korean identity.
Around the church, the rest of the community radiates outward — Grand Plaza at Old Centreville Crossing, Lotte Plaza Market, the Centreville branch of the Korean Community Service Center, and the network of Korean-American professionals and business owners who have made western Fairfax home over the last two decades. For the Korean-American families who live here, weekends are organized around church and Korean school. Weekdays are organized around the schools their children attend and the careers that pay for both.
Our job is to organize the financial life that supports all of it.
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. Family meetings with Korean-speaking parents and English-speaking children are a routine part of how we work — not a special accommodation.
No commissions, no product sales, no back-end incentives. We work for you, not for a product company.
We don't separate “financial planning” from “the rest of your life.” Korean inheritance, US college funding, dual-income career decisions, home purchases — these connect, and your plan should reflect that.
As your assets grow past IPM's range, we coordinate with our family office partner, so you never have to start over.
If your total investable assets are under $100K and you're looking for straightforward, lower-cost investment management, our sister firm Invested Advisory may be a better first step. You can always grow into IPM later — most of our Centreville clients did exactly that.
Take Our 2-minute QualifierYes. IPM Advisory provides bilingual Korean and English wealth management to clients throughout Centreville and western Fairfax County, including families attending Korean Central Presbyterian Church and parents with children at Centreville, Chantilly, and Westfield High Schools.
We build 529 plans, coordinate with Korean-side gifts and inheritance, address the unique tax considerations of Korean-American families, and plan for US or Korean university options. Our work is tailored to families whose children may study in either country — a scenario standard college planning tools don't handle well.
Yes. Korean inheritance flowing into the US is one of our core specialties. We coordinate with Korean accountants and attorneys on the Korean-side tax, structure the US-side receipt efficiently, and handle FBAR and FATCA reporting obligations.
Yes, frequently. Family meetings that span languages and generations are a normal part of our work. We can conduct conversations in both languages simultaneously and produce documents in whichever language each family member needs.
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.
