Why Choose Ironwood WM?

Personalized, holistic financial management is our calling card.

When our founders met in the early 2000’s, they were dissatisfied with the current approaches to financial planning. So what did we do? We banded together in 2006 to devise a better approach and to bring it to clients — to you.

Here’s what sets Ironwood Wealth Management apart and why we think you’ll love to work with our firm:

We Are Transparent & Fee-Only

We ditched the traditional sales pitch and quotas after seeing too many clients at our previous firms feel forced to turn to proprietary products and services so their financial advisors could fulfill sales-driven requirements.

We Are Relationship Driven

You take the long view when it comes to investing, and your advisor should take the long view when it comes to building a relationship with you. Our fee-based approach is a win-win for long-term advisor-client relationships.

We Are Client-Experience Focused

We’ve developed an experience for our clients that you won’t find at the large wire houses. With our firm, you’ll know what you’re paying for, and you’ll feel our care from our first handshake to our handling of your portfolio.

We put you first. Because it’s your future.

You Come First

What drives us? You do. You’re the reason we’re in this business, and your needs are our top priority.

Personalized Plans

You’re unlike any other client, so your plan should be unique to you. We’ll learn your goals and concerns, then create a plan to match.

A Stronger Future

The personalized plan we build with you is the cornerstone for a stronger, more secure financial future for you and your family.

LET’S GET STARTED

Let’s get started: