Broker Check

The Story Behind Ironwood

Established in April of 2006, Ironwood was born out of the belief that there had to be a better way to approach financial planning. We saw clients forced to turn to proprietary products and services, which were often only recommended because of advisor’s sales requirements or quotas. We knew there was a better solution.

Our founding partners met at a previous company and came together to form Ironwood Wealth Management. They were passionate about doing right by the client and serving them in an independent manner. As fee-based financial planners, we are focused on building long-term relationships with our clients. Our fee-based approach to compensation rewards long-term, valuable partnerships between advisor and client because when you succeed, we succeed.

At Ironwood, we believe that client experience is substantially different than large wire houses. You know what you’re paying for, we seek to learn what your goals are, and together we build plans to help you succeed.

At Ironwood, we believe in financial planning. We also believe that your financial plan should be the cornerstone of our guidance when it comes to your money and financial wellbeing. We encourage all of our clients to engage us for financial planning and together, we will develop an initial written financial plan, and then review it thereafter on an annual basis.