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Atlanta, GA Office

Team
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Irc Wealth logo

Irc Wealth

Team

Firm-wide stats for Irc Wealth

Total advisors

7

Across 3 offices

Clients per advisor

52 Typical

Avg AUM per client

$1,727,155 High

HNW client ratio

41% High

About

The firm provides advisory services to individuals (including high net worth clients), corporations, and retirement plans, offering financial planning, ongoing portfolio management, and retirement plan consulting. It delivers both discretionary and non-discretionary management and also offers model ETF-based portfolios and standalone financial planning engagements.

IRC’s investment approach emphasizes long-term value and income-oriented strategies, allocating among stocks, ETFs, options and cash equivalents and, on occasion, short-term transactions or fixed income at client request. Portfolio selection is driven by a disciplined process that combines technical screening, fundamental analysis and proprietary research, and the firm documents specific option strategies such as covered call writing and long puts as part of its programs.

What distinguishes the firm from many peers is an affiliation with a separately registered Commodity Trading Advisor (CTA) through which commodity transactions are offered and billed separately, with commodity accounts maintained at third‑party custodians. The brochure also highlights the firm’s use of option-writing and limited short-term trades and discloses the additional risks those strategies entail, aligning with the firm’s uncommon practice among peers of offering strategies that can involve borrowing or leverage in separately managed accounts.

Based on Irc Wealth

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Irc Wealth

Location

3050 Peachtree Road NW, Suite 220

Atlanta GA 30305

Advisors at this office

5

Advisors at this office

user avatar

Tiffany H

Series 65

Atlanta, GA

Irc Wealth

Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jerry J

CFP®, ChFC®, Series 63

Atlanta, GA

Irc Wealth

Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Amy G

Series 65

Atlanta, GA

Irc Wealth

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Meghan H

Series 65

Atlanta, GA

Irc Wealth

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

David R

Series 65

Atlanta, GA

Irc Wealth

David Ragland is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also associated with Investors Research Corporation. Ragland serves as CEO of IRC Wealth, where he provides financial planning and outsourced CFO services. IRC Wealth serves individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporates technical and fundamental research, and utilizes option-writing and commodity trading strategies through a distinct CTA affiliation.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
View complete list of advisors at this office
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