Korean Financial Advisor in Silver Spring, 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.

A diverse Korean-American community

Silver Spring has one of the longest-established Korean-American communities in Maryland — predating the suburban Korean migration to Rockville, Ellicott City, and points west. The Silver Spring branch of the Korean Community Service Center (one of five KCSC regional offices) continues to serve the community, and H-Mart and Lotte Plaza both have nearby locations.

Our Silver Spring clients span a wider range of life stages and wealth levels than most of our cities — from first-generation Korean business owners nearing retirement to young Korean-American professionals early in their careers. That range is why we offer a three-tier ecosystem rather than a single firm.

Three firms, three life stages

If you're earlier in your wealth-building — typically under $100K of investable assets — our sister firm InvestEd Advisory offers lower-cost investment management with human advisor access. If you're in the middle stage — typically $200K to $2MM and a growing career — IPM Advisory is likely the right home. If you're managing multi-generational wealth or complex business interests, our Wealthy & Wise family office affiliate is designed for that stage.

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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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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.

Schedule a 30-minute call

No pressure. No jargon. Just an honest conversation.

Korean Financial Advisor in Silver Spring, 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
Silver Spring, MD