A complete list of active advisors currently associated with IronBridge Wealth Counsel, LLC

Warmer can help you find a great advisor at IronBridge Wealth Counsel, LLC or one who fits your needs even better.

Ironbridge Wealth Counsel provides financial planning and consulting to individuals, non‑profit organizations, corporations, and other business entities, offering both project‑based plans and ongoing planning engagements. The firm also delivers paraplanning and support services to other registered investment advisers and serves as a solicitor that refers clients to third‑party RIAs. In forming recommendations Ironbridge employs methods described in its brochure such as fundamental analysis and modern portfolio theory and documents guidance in written plans with periodic reviews. The firm does not manage client investment accounts, does not exercise investment discretion, and does not take custody of client funds. Ironbridge’s business model is atypical for its peer group in several ways: multiple associates serve as registered representatives and IARs of a broker‑dealer and other advisory firms, the firm discloses fee‑sharing and referral arrangements with third‑party managers, and some associates are licensed insurance agents—relationships the brochure identifies as potential conflicts of interest. Ownership by a number of LLC entities and a primary focus on fee‑for‑service planning and paraplanning rather than percentage‑of‑AUM portfolio management further distinguish the firm from many supported advisers.

To learn more about the advisors currently working at IronBridge Wealth Counsel, LLC, 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.

You can also browse IronBridge Wealth Counsel, LLC's office locations.