A complete list of active advisors currently associated with Iron Path Wealth Management, Inc.

Warmer can help you find a great advisor at Iron Path Wealth Management, Inc. or one who fits your needs even better.

Iron Path Wealth Management serves individuals, high-net-worth individuals, and corporations, providing discretionary portfolio management, assistance selecting and monitoring third‑party managers, project-based financial planning, and ongoing comprehensive planning. The firm reports roughly $58 million in assets under management across about 95 client relationships and offers both asset‑based investment management and fixed‑fee planning engagements. The firm’s investment process draws on Modern Portfolio Theory alongside fundamental and cyclical analysis to build client‑specific investment policy statements and asset allocation targets, with most accounts managed on a discretionary basis. For some clients, strategies are implemented through outside managers (including Betterment) and are overseen through periodic client reviews and written or electronic reports provided on a quarterly basis. What is noteworthy relative to many independent peers is the firm’s subscription‑style ongoing planning arrangement: clients may pay an upfront planning charge followed by a fixed quarterly fee for ongoing comprehensive planning, rather than relying solely on percentage‑of‑AUM billing or one‑off engagements. The brochure also documents routine annual communications (a Summary of Material Changes) and a mix of services—business planning and employee‑benefits optimization alongside investment management—that the firm combines for individual and business clients.

To learn more about the advisors currently working at Iron Path Wealth Management, Inc., 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.