Alexander D. Marek, RICP ®

Alex has been a practicing Wealth Advisor for over 25 years and has worked with many of his clients for nearly that long. These long-term relationships are what drive Alex to do what he does every day, and watching affluent clients achieve their long-term financial goals is the most rewarding thing about his role at the firm. His motivation in founding Ironwood was to build a practice that creates value and positive impacts for the clients he serves, and he strives to echo this goal every day.

Alex holds the respected Retirement Income Certified Professional® designation from The American College of Financial Services.  As a credential holder Alex Marek, RICP®, possesses the knowledge to help clients create and maintain a sustainable and comprehensive plan for their retirement.  Alex’s areas of expertise include:

  • Assessing risks associated with retirement income planning
  • Determining a tax-efficient distribution approach from retirement and investment accounts
  • Structuring and managing investment portfolios for retirement income
  • Providing income tax and legacy planning guidance for retirees
  • Offering strategies for Social Security claiming
  • Advising on Medicare and retiree health insurance options
  • Evaluating long-term care risks and related planning considerations
  • Counseling on retirement housing decisions

One of Alex’s core goals is helping clients make smart financial decisions based on pragmatics rather than emotion. He has always been fascinated by behavioral finance and the impact it can have on financial decisions. Because of this, his focus is on an education-based approach to planning, and he shares his “knowledge is power” mentality with the firm’s clients. He addresses clients’ financial questions in an understandable fashion and enjoys creating in-depth financial plans unique to each client’s specific goals.

Outside of the office, Alex enjoys spending time with his wife (Corinne) and two kids (Olivia & Griffin), traveling, fishing, cooking, attending concerts, and competing in BBQ festivals (ask him about his delicious baby back ribs!).

Alexander D. Marek, RICP®

Senior Wealth Advisor & Founding Partner

480-776-5961