OUR FIRM
Why Choose Us
At Ironwood Wealth Advisors “IWA” we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles, and planning with equal passion, we go beyond being an investment adviser to becoming a dedicated and trusted partner. We believe an open and transparent, client-centric partnership is the key to mutual long-term success.
Independent, Fee-Only
Our firm is 100% independent of banks, brokerage firms or insurance companies - allowing for objective independent advice built on education, experience, and knowledge. Our fee is based on the value of your assets under management and their future growth. Management fees are disclosed up front in very clear and transparent terms. As fiduciaries, we are held to the highest standard of care, and are legally required to always act in the best interests of our clients.
Clients First
Our firm was built for and around our client partnerships. Our focus is advising individual investors and their families - period. We provide clients with a simple and understandable roadmap to grow, protect, and eventually transfer their wealth. We believe a holistic, client-centered relationship is the key to long-term success. Our wealth planning process is driven by listening to our client’s needs and objectives, formulating a strategy, and following through with advice and world-class service.
Fiduciary
A fiduciary is a professional entrusted to manage assets or wealth while always putting the client’s best interests first. We are compensated exclusively by our clients based upon their individual management fee schedule. We receive no compensation or any form of renumeration from any third party. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services, which legally requires our advice and recommendations are always in your