A complete list of active advisors currently associated with IronFjord Wealth Management
Warmer can help you find a great advisor at IronFjord Wealth Management or one who fits your needs even better.
IronFjord Wealth Management serves individuals, high-net-worth clients, charitable organizations, and businesses with investment management, financial planning, and retirement-plan consulting and management. The firm is a fee-only, solo independent adviser and offers both ongoing and project-based planning as well as educational seminars and speaking engagements. The firm’s investment process emphasizes asset allocation and passive investing informed by modern portfolio theory and efficient-market assumptions, using mutual funds and ETFs and implementing discretionary trading when authorized by clients. It tailors plans to clients’ risk tolerance and time horizon, permits written client-imposed restrictions, and generally bills combined planning and investment-management services under a flat annual fee rather than the percentage-of-AUM model commonly used by peers. Noteworthy differences from many similar independent advisers include an affiliated tax and accounting practice operated by the firm’s principal (the brochure discloses the principal spends roughly 10% of professional time on that tax practice and the entities may cross-refer clients without referral fees). The firm also provides employer retirement-plan consulting and can act as an ERISA 3(38) investment manager for plans, and it offers public educational seminars — services that are statistically less common among small independent advisers.
To learn more about the advisors currently working at IronFjord Wealth Management, 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 |
|---|---|---|
Lakewood, CO
| 1
|
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