Ironwood Financial, LLC logo

Ironwood Financial, LLC

Updated today

Client assets under management

$530,976,203

Clients

588

18% high-net-worth

Advisors

8

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

74

High

Average account size

$903,021

About

Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm builds portfolios from individual equities, individual fixed-income instruments, mutual funds, and ETFs and conducts regular reviews and rebalancing in line with client objectives.

Portfolios are tailored to clients’ risk profiles and time horizons and may incorporate long- and short-term trading, cash positions held for defensive or liquidity purposes, and explicit options strategies such as covered-call writing. Ironwood also identifies IPO opportunities for suitable accounts and uses account-aggregation platforms (eMoney and Orion) to present clients’ total holdings while excluding assets remain outside the firm’s management.

What is distinctive about Ironwood relative to many peers is its use of derivatives and options-writing strategies within separately managed accounts, a practice that is less common among similar team advisers. The firm also documents ERISA fiduciary responsibilities for retirement-plan work and can operate in either a 3(21) advisory role for plan sponsors or a 3(38) discretionary investment manager role when engaged.

Client services

Financial planning Portfolio management Pension consulting

Expertise

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

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Fee options

Percentage

$0 - $5,000,000: 1.00% annually More than $5,000,000+: Negotiable

Other

Account minimum: $250,000

Main office location

Ironwood Financial, LLC

1926 E. Ft. Lowell Road, Suite 100

Tucson AZ 85719, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Michigan · Minnesota · New York · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel N

Series 63, Series 65

Tucson, AZ

Ironwood Financial, LLC

Daniel Nentl is a financial advisor at Ironwood Financial, LLC in Tucson, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood Financial since 2009. Outside of his advisory role, he is involved in community activities including coaching and mentoring with Canyon View Little League and serves as a director for the nonprofit Rollin for Ninos. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation, with portfolios constructed using individual equities, bonds, mutual funds, and ETFs tailored to client goals and risk tolerance.

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

Alexander P

CFP®, CFA®, ChFC®, Series 66

Tucson, AZ

Ironwood Financial, LLC

Alexander Parrs is a CFP®, CFA®, ChFC®, and Series 66-licensed advisor with 23 years of industry experience. He has been with Ironwood Financial, LLC since 2009. Outside of his advisory role, Parrs holds ownership interests in several businesses, including a financial insurance company and other ventures. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies, including derivatives-based approaches such as covered call writing, and uses platforms like eMoney and Morningstar to support portfolio construction and client planning.

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

Emily D

Series 65

Tucson, AZ

Ironwood Financial, LLC

Emily Delgado is a financial advisor at Ironwood Financial, LLC with five years of industry experience. She holds a Series 65 designation and has been with Ironwood Financial since 2013. Outside of advising, she works as a document preparer for Kruchek Law, focusing on estate drafts. Ironwood Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm provides portfolio management and financial planning, employing a range of strategies such as individual equities, bonds, mutual funds, ETFs, and derivatives-based approaches including covered call writing.

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

Martin S

CFP®, Series 63, Series 65

Tucson, AZ

Ironwood Financial, LLC

Martin Smith is a CFP® professional with 16 years of industry experience. He has worked at Ironwood Financial, LLC since 2024 and previously spent 24 years at Davis Distributors LLC. Ironwood Financial, LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management and financial planning, employing a range of strategies including options writing and selective IPO participation, with portfolios constructed from equities, bonds, mutual funds, and ETFs aligned to client goals and risk tolerance.

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

Robin D

CFP®, Series 66

Tucson, AZ

Ironwood Financial, LLC

Robin Dolezal is a CFP® with 22 years of industry experience and has been with Ironwood Financial, LLC since 2009. He is based in Tucson, AZ, and serves as part of a six-advisor team. Dolezal serves on the board of directors for the Ronald McDonald House charity. Ironwood Financial, LLC provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including individual equities and bonds, mutual funds, ETFs, derivatives-based options writing, and selective IPO participation, with portfolio allocations tailored to client goals and risk tolerance.

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

David N

CFP®, Series 65

Tucson, AZ

Ironwood Financial, LLC

David Niichel is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Ironwood Financial, LLC since 2020 and previously spent seven years at TCI Wealth Advisors, Inc. in Tucson, AZ. Ironwood Financial, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management and financial planning, employing a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

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

Darren H

Series 63, Series 65

New Baltimore, MI

Ironwood Financial, LLC

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

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

David R

Series 66

Tucson, AZ

Ironwood Financial, LLC

David Renzi is a financial advisor at Ironwood Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Ironwood Financial since 2013. Outside of his advisory role, Renzi volunteers as a basketball coach at Flowing Wells High School and has been involved with the Lohse Family YMCA since 2008. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

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