A complete list of active advisors currently associated with Iron Forge Financial

Warmer can help you find a great advisor at Iron Forge Financial or one who fits your needs even better.

Iron Forge Financial is an independent advisory firm that serves individual and high‑net‑worth clients with discretionary portfolio management and standalone financial planning. The firm documents clients’ goals, tax considerations, and risk tolerance in an Investment Policy Statement and typically seeks written discretionary authority to implement investment decisions. The firm’s investment approach blends cyclical, fundamental, modern portfolio theory and technical analysis with a long‑term trading orientation, and it allocates across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real‑estate funds, commodities and cryptocurrencies. Custody and execution are conducted through a designated custodian (Schwab Institutional), clients receive quarterly custodial reports, and the brochure discloses that the firm may receive research and other benefits from custodians. Distinctive aspects include a recent formation (December 2024) and a modest level of discretionary assets under management (about $3.65 million), as well as a one‑time financial planning delivery model rather than ongoing planning reports. The firm’s supervised persons are licensed to sell insurance and engage in multiple outside business activities (reported at roughly 25 hours per month), which the brochure identifies and documents as a potential conflict of interest when insurance products are recommended.

To learn more about the advisors currently working at Iron Forge Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Davis Jones	Hudson Oaks, TX	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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