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:

"I have had an excellent experience with Ironwood Wealth Management. Their professional expertise is truly world-class, making complex financial planning straightforward and effective. The staff is incredibly friendly, always making me feel welcome and valued. I appreciate their extreme transparency. I highly recommend Ironwood for anyone seeking top-notch financial services."

Michael E

Ironwood Client*

"My wife and I have been clients of Ironwood Wealth Management for nearly 10 years, and we couldn't be more pleased with the service we've received. From the very beginning, we've been impressed by the personalized attention and thorough explanations provided by our financial advisor. The team at Ironwood has always taken the time to ensure we understand how our portfolios are being managed and how their strategies are setting us up for a successful retirement. Their expertise in both financial planning and tax preparation has been invaluable to us. We feel confident knowing that our financial future is in good hands, and we appreciate the care and consideration they’ve shown us throughout the years. If you’re looking for a financial advisor who truly puts your needs first, we highly recommend Ironwood Wealth Management."

Chuck M

Ironwood Client*

"Incredible financial management firm with amazingly experienced and helpful advisors -- regular meetings allow us to review our situation (including tax, spending and retirement) on a regular basis."

Gene

Ironwood Client*

"Few things are more important than protecting the financial assets that everyone works so hard for. It is imperative that you have trust and confidence in your financial advisor especially if you are retired. We have been fortunate to have found such a firm with Ironwood Wealth Management. My wife and I have been loyal clients for about 13 years. We have found the entire team to be friendly, honest, reliable, thorough, knowledgeable and professional. The entire team has become an integral part of our overall financial health. We are extremely pleased with the quality of service we receive and in particular, the financial knowledge, expertise, wisdom and skills provided by Ironwood. Our financial future is in their hands and we are not only comfortable with that but grateful. Having been in the financial services business myself for 44 years, I can attest to the level of excellence this firm provides. Thank you Ironwood for all you do."

Steve B

Ironwood Client*

"My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high recommendation from a relative about him. After meeting and talking to Alex for about an hour, we realized that he was the perfect financial planner for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choices made prior to our affiliation with Alex. As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, it has been exactly that. One the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood. Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All of his advice is preceded by thorough and thoughtful explanations."

Steve S

Ironwood Client*

"I have partnered with Cean and the Ironwood team for over 17 years. The continuous planning, guidance, reviews, and outcomes reached helped me to retire early as planned. The firm always acts with integrity and has pushed my thinking at times to make sure I took advantage of, or was aware of, relevant information to help me make the right decisions to meet goals and objectives. It is a great two-way positive relationship full of learning and accountability."

Dan L

Ironwood Client*

"We have been working with Rick Wagner for several years. He is attentive, innovative and informative. We are very pleased with the way our portfolio is being handled by Rick and his team!"

Mike & Darlene

Ironwood Client*

"Dessa & I had our semi-annual meeting with Rick Wagner on 9/19/24. As usual, Rick was very well prepared to give us a "what's happening" with our overall economy as well as specifics on our accounts."

Jim H

Ironwood Client*

"I’ve been a client of Ironwood Wealth Management for approximately 3 years. My wealth advisor is Rick Wagner. My experience with this firm and my advisor have been beyond stellar. They continually keep me informed of updates and changes. I’m comfortable in knowing they have my financial interests as their main priority and they keep me informed of such. It’s been a pleasure doing business with Rick Wagner and Ironwood Wealth Management."

Billy S

Ironwood Client*

"I have been working with Ironwood Wealth Management for a few years. Everyone I have dealt with at Ironwood has been very professional, polite and available for questions when I have them. Rick, my advisor, is top-notch. He is very knowledgeable and easy to understand. I feel that I have made my share of mistakes throughout my life (e.g., three marriages), but working with Rick and Ironwood is one of the best things I've done. I have a clear understanding of my financial situation and know that I will be retiring comfortably (and soon). Thank you Rick and Ironwood."

Don H

Ironwood Client*

*This statement was provided by a current client in response to a request by Ironwood Wealth Management for feedback. No cash or non-cash compensation was provided in exchange for the statement. Aside from our client-advisor relationship, we don’t believe that there are any material conflicts of interest arising from our relationship. Results may not be typical of all investors.

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: