Financial Planning IN LITTLE ROCK, AR

Traveling
The Road
of life

Ipsen Advisor Group offers professional guidance to help clients become successful stewards of their financial resources. Our team has the expertise to solve the problems unique to individuals, families and business owners. 

Personalized Investment Strategy

We provide personalized financial advice to help you achieve your goals, today and tomorrow. Whether it’s saving to buy a home, traveling or simply feeling more confident that you’ll be able to live the retirement life you have worked hard to realize, we believe having a personalized investment strategy is key to helping you plan to achieve your financial goals.

who we are

Ipsen Advisor Group is a Little Rock-based team of financial professionals who believe we can accomplish more together than we can alone. Working as a team, we endeavor to provide solutions to the financial issues you face. This kind of work is deeply personal. But achieving what you truly hope to accomplish financially in life requires genuine communication, valued relationships and professional advice you can trust.

We are proud to say we are a team built on trust.

Our Team

Loren Marshall Ipsen, CFP®

Loren Marshall Ipsen, CFP®

Certified Financial Planner Practitioner™

Marshall@ipsenag.com

Marshall has almost 20 years of experience in the financial planning industry. When he is not working, you will find him with his wife, sons and daughters or leading elementary kids in Sunday School at his church. He also enjoys the great outdoors and hunting, fishing, camping and golf.

Areas of Focus:

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Small Business
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
Nick Merriweather

Nick Merriweather

Associate Financial Advisor

Nick@ipsenag.com

Nick, a native Arkansan, has worked with Ipsen Advisor Group after graduating from Henderson State University in 2016. Nick enjoys watching Razorback athletics including football, baseball and basketball – Woo Pig Sooie! In his free time, he also enjoys playing golf at the Hot Springs Village courses or the DeGray Golf Course. Nick also enjoys fishing and relaxing on Lake Ouachita with family and friends.

Areas of Focus:

  • Sustainable and responsible Investing
  • Saving for education
  • Cash flow management strategies
Amy Ipsen

Amy Ipsen

Operations Manager/Paraplanner

Amy@ipsenag.com

Amy launched her career in the financial services industry in 2002. She has explored several different roles over the years, working with both clients and other financial advisors and their staff. Amy is currently putting her management, technology and compliance experience to use as the operations manager for the team. Amy’s knowledge of the financial planning process and her proficiency with planning tools also keep her involved in supporting the financial planning relationship with clients.

Randy Price, CFP®, CRPC®

Randy Price, CFP®, CRPC®

Planning Consultant

Randy@ipsenag.com

Randy became a financial advisor in 1987 and joined Ipsen Advisor Group in 2013. In the summer of 2020, he transitioned into a consulting role as the next step towards full retirement. Although he is not working in the office as much as he used to, he is still available for calls and meetings to assist both clients and the team as needed.

Alaina Breaux

Alaina Breaux

Administrative Assistant

Alaina@ipsenag.com

Alaina’s smiling face will greet you as you enter the office, and her cheerful voice is likely the first you hear when you call our office. She joined our team in the fall of 2019 and quickly became an essential part of the team. Alaina manages the calendars for the advisors and works hard to keep the flow of information – between advisors, staff, and clients – uninterrupted.

Affiliated Partners

Sowell Management

A nationwide industry leader in the Registered Investment Advisor space, Sowell Management was formed in 1995, and is a pioneer of fee-based fiduciary services. 

Fidelity

Fidelity is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive.

What We Do

For more than two decades, Ipsen Advisor Group has worked closely with individuals, families and businesses developing customized financial solutions to address their unique financial goals. We work diligently to build individualized financial plans, then continually manage and refine them so they meet your objectives without unnecessary risk. We use the best in technology, coupled with the support of our team’s real-life experience, and focus on your best interest.

Our expertise includes:

  • Cash flow and budgets/cash reserves
  • Retirement savings/life goal
  • Estate and multigenerational savings and planning strategies
  • Investments
  • Small business planning
  • Education/college savings
  • Gifting strategies
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
  • Executive benefits and compensation

“Service to others is the rent you pay for your room here on earth.”

– Muhammad Ali

What makes us different?

We don’t work with clients as individuals, we work with people traveling the road of life – with unique families, passions, interests and dreams. Yes, we manage wealth and help plan for a successful retirement, but we know there will be times in your life where you’ll need or want to spend your savings. And we help with that, too. We consider ourselves your partners in not only your financial journey, but your life journey as well.

“A journey is a person in itself; no two are alike.”

– John Steinbeck

Contact Us
Say Hello!

9 + 8 =

Ipsen Advisor Group

2228 Cottondale Lane, Ste 150
Little Rock, AR 72202-2058

O: 501.614.4700
F: 501.588.2119
TF: 888.285.6892

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We don’t just work with clients as individuals, we work with people traveling the road of life – with unique families, passions, interests and dreams. Yes, we manage wealth and help plan for a successful retirement, but we know there will be times in your life where you’ll need or want to spend your savings. And we help with that, too. We consider ourselves your partners in not only your financial journey, but your life journey as well. Located in Little Rock, Arkansas.

Disclosures

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