Investment Partners

What Investment Partners does

Investment Partners operates as Rea Wealth Management, a privately held Registered Investment Adviser founded in 1996 and headquartered at 419 West High Avenue, New Philadelphia, Ohio, with four additional offices across the state for a total of five locations. The firm delivers four core services: comprehensive financial planning, multi-stage retirement planning, workplace retirement plan selection and implementation for employers, and customized tax-efficient investment management. These services are delivered through a team-based advisory model that emphasizes collaborative, one-on-one client engagement backed by the collective experience of a multi-office staff of 11-50 employees.

The business operates a fee-based RIA model in which securities and advisory services are executed through a partnership with Commonwealth Financial Network, a FINRA/SIPC-registered broker-dealer that provides the back-office trading and custody infrastructure, while Rea Wealth Management acts as the Registered Investment Adviser on the advisory side. Fixed insurance products and services are offered separately and are not affiliated with Commonwealth. The firm holds CCPA compliance posture, is subject to SEC RIA regulation, and publishes Form ADV and Form CRS disclosures on its website.

Customer acquisition is primarily regional and relationship-driven across Ohio, supported by a content marketing program that includes a website, blog, financial calculators, and an email newsletter. No proprietary technology platform, AI capabilities, patents, awards, or technology integrations are disclosed; the firm's value proposition is anchored in human advisor relationships, the multi-location Ohio footprint, and nearly three decades of operating history. The technology stack is described as "Not specified in source material," with the website built on FMG Suite and Google Analytics used for marketing measurement.

Name

Investment Partners

Legal name

Rea Wealth Management

Website

https://invp.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Investment Partners (d/b/a Rea Wealth Management) is a privately held Ohio-based Registered Investment Adviser, founded 1996, delivering financial planning, retirement planning, investment management, and workplace retirement plans to individual investors and business owners across five Ohio offices via a team-based advisory model backed by Commonwealth Financial Network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Financial planning services
• Retirement planning services
• Investment management
• Wealth management
• Workplace retirement plans

Headquarters

HQ city

New Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Distribution channels1 record

Marketing channels3 records

Core offering

Investment Partners (operating as Rea Wealth Management) is a Registered Investment Adviser delivering comprehensive financial advisory services across four core areas: Financial Planning, Retirement Planning, Workplace Retirement Plans, and Investment Management. Services are delivered through a team-based, collaborative advisor model from five locations across Ohio, with securities and advisory transactions routed through Commonwealth Financial Network.

Product overview

Rea Wealth Management offers a unified financial advisory service encompassing four core offerings: Financial Planning (holistic life planning), Retirement Planning (multi-stage retirement guidance), Workplace Retirement Plans (business retirement plan administration), and Investment Management (customized tax-efficient investing). The services are delivered through a team-based approach across five Ohio locations, providing one-on-one guidance backed by collective expertise. The firm is integrated with Commonwealth Financial Network for securities and advisory services, and operates as a Registered Investment Adviser.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Retirement Planning
• Workplace Retirement Plans
• Investment Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Commonwealth Financial NetworkcoreTechnology or IntegrationSecurities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC. Commonwealth provides the broker-dealer infrastructure for securities transactions while Rea Wealth Management provides advisory services as a Registered Investment Adviser. Fixed insurance products and services are separate and unrelated to Commonwealth.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Carson Group: Wealth management firm that partners with independent advisors via a broker-dealer/Corporate RIA platform, offering financial planning, investment management, and coaching. Comparable to Rea Wealth's planning-led RIA operating under a third-party broker-dealer partnership (Commonwealth).
• Creative Planning: Large independent RIA providing comprehensive financial planning, investment management, retirement, and tax services to individuals and business owners nationwide. Comparable in service breadth and planning-led positioning, though at significantly larger scale.
• Edward Jones: Branch-based financial advisory firm offering comprehensive financial planning, retirement, and investment services to individual investors through a local-office model. Highly comparable to Rea Wealth Management's five-Ohio-location, planning-led, advisor-driven delivery model.

Broad incumbents

• Raymond James Financial: Diversified financial services firm with a large independent-advisor wealth management network offering financial planning, investment management, and retirement services. Comparable in advisor-led planning model but at much larger scale.
• Stifel Financial: Full-service wealth management and investment banking firm offering financial advisory, retirement, and investment management services to individuals and institutions. Comparable in offering breadth but operates at significantly larger national scale.
• Commonwealth Financial Network: Independent broker-dealer and Registered Investment Adviser that provides the infrastructure backbone for Rea Wealth Management's securities and advisory services. Comparable as the platform/partner model rather than as a direct retail competitor.
• Fisher Investments: Large independent RIA providing discretionary portfolio management and retirement planning primarily to high-net-worth individuals. Comparable as an investment-management-led RIA competitor, though at much larger scale and different client mix.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors with compliance, custody, and technology infrastructure. Comparable as an alternative partner/platform model to Commonwealth for RIA practices like Rea Wealth.
• Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors across the U.S. with wealth management, investment, and planning infrastructure. Comparable as an alternative broker-dealer partner and broader wealth management incumbent.

Emerging players

• Vanguard Personal Advisor Services: Hybrid digital-plus-human advisory service from Vanguard offering financial planning and investment management at low fees. Comparable as a competing RIA service model, particularly for mass-affluent and retirement-plan participants targeted by Rea Wealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/invp

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investment Partners