Korean Financial Advisor in Potomac, MD

Trusted by families building real wealth.

K. S.

InvestEd. Advisory has an extremely experienced group that provides a world class advisory service. They provide more personalized and detail-oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms. IPM Advisory provides each client with the best guidance for their situation and an advisor to help educate them along.

R. J.

InvestEd. Advisory has been fantastic to work with over the past couple of years. Their staff of financial advisers is intelligent, yet down to earth, making them an excellent resource for anyone who is a newbie to finances and looking for somewhere to start. I highly recommend.

M. S.

I cannot say enough positive things about InvestEd. Advisory! My wife and I have visited twice in the last year to discuss financial planning and setting goals, and the team has been so helpful giving us clarity and wisdom in our finances. In addition to the one-on-one advising, we attended a free seminar on finances and major life events. It was so informative! IPM Advisory offers a service everyone should be utilizing!

C. S.

Wealthy & Wise Family Office, with their three tiers of financial planners and investment advisors, have a good handle on how to set a good plan for wealth generation into planning and then hopefully generational planning for my family. Highly recommend at least a free meeting.

Serving Potomac's established Korean-American families

Potomac is home to some of the highest-wealth Korean-American households in the DMV — established business owners, senior physicians, federal executives, and UHNW Korean families with US residences. The school system (Winston Churchill High, Wootton High nearby) and the broader Montgomery County affluence profile have attracted a specific segment of the Korean-American community: later-career, higher-wealth, and often with significant assets or business interests in both the US and Korea.

Two firms, one coordinated approach

For Korean-American households with investable assets above $2 million, complex business structures, or multi-generational family legacy questions, the right starting point is usually our family office affiliate, Wealth & Wise Family Office. IPM Advisory serves the advisory component of many Potomac families' planning, while Wealthy & Wise handles the family office, multi-generational, and cross-border complexity.

For Potomac households under that range, or where the primary need is investment advisory rather than family office services, IPM is often the right home.

Free Consultation

Meet our Team

We’re a small, senior team. When you work with IPM, you work directly with your advisor - not handed off to a junior associate.

Tai Young Lee, PhD.

Genti Cici

Endrit Lloshi

Sang Woo Park

Kyung Hee Hong

Yuna Choi

Cameron Elaine Teeter

Diana Seo

Gil Young Lee

Seong Ok Baik

Related Resources

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No pressure. No jargon. Just an honest conversation.

Korean Financial Advisor in Potomac, MD

K. S.

R. J.

M. S.

C. S.

Investing Basics and Building Wealth

Retirement and Wealth Planning

Estates, Trusts and Family Offices

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Korean Financial Advisor in
Potomac, MD