Ironwood Financial, LLC logo

Ironwood Financial, LLC

Updated today

Client AUM

$530,976,203

Clients

588

Advisors

8

across 2 offices

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

See office

1926 E. Fort Lowell Road, Suite 100

Tucson AZ 85719

Advisors at this office

7

Most active in

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

Also doing business as

Ironwood Financial, LLC · Ironwood Wealth Management, LLC

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 Series 65-licensed financial advisor with Ironwood Financial, LLC, where she has worked since 2013, accumulating six years of industry experience. In addition to her advisory role, she serves as a document preparer for Kruchek Law, focusing on estate drafts. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm employs customized portfolios with options-writing strategies and a comprehensive approach to managing client assets.

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

Martin S

CFP®, Series 65, Series 63

Tucson, AZ

Ironwood Financial, LLC

Martin Smith is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ironwood Financial, LLC since 2024. Prior to this, he spent 24 years with Davis Distributors LLC. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios that incorporate derivatives and options-writing strategies, distinguishing its approach from many peers.

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 65, Series 63

New Baltimore, MI

Ironwood Financial, LLC

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of advisory roles, he is involved with Energetic LLC. Ironwood Financial provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a distinctive approach incorporating derivatives and options-writing strategies within separately managed accounts.

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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