• Invest today. Income tomorrow.
  • We invest your money the same way we invest our own.
  • A balanced investment approach, conflict-free.

We invest your money the same way we invest our own.

I-Pension, LLC, is a boutique Massachusetts Registered Investment Advisory (RIA) firm. Our founders have more than thirty years of investment experience. We adhere to the highest fiduciary standard--which means your interests always come first.


For 401(k) Plan Sponsors and Employee Participants

We focus on personal attention, education, diversification, full disclosure and low cost to help secure maximum returns. Our goal is to provide you with a balanced approach to investing based on research, experience and the realities of the evolving global marketplace.


For Individual Investors

We believe that investment accounts outside your employee plan provide the best opportunity to experience all the benefits that I-Pension offers. Our value-based, portfolio growth strategies are designed from the full universe of investment options, conflict-free, without commissions from other firms.


Your Nest Egg Game Plan

Your Nest Egg Game Plan book coverCo-authored by I-Pension Co-founder, Phil Fragasso, Your Nest Egg Game Plan provides an easy-to-implement framework to design a lifetime investment strategy.

Contact us for a complimentary book.

Financial Advice for:
401(k) Plan Sponsors
401(k) Plan Participants
Individual Investors

For a no-cost 401(k) plan analysis and introductory consultation, contact us.

Contact Info

I-Pension LLC
661 Highland Avenue, Suite 103E
Needham, MA 02494

O: 1-888-633-4736
F: 1-617-332-4005
E-mail: info@i-pension.com

Get in Touch

  • Visit us on Facebook
  • Check us out on twitter
  • Find us on Linkedin

Link to Schwab