A complete list of active advisors currently associated with Ironwood Wealth Advisors, LLC

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

Ironwood Wealth Advisors serves individual investors — including both high‑net‑worth and other individual clients — and manages approximately $93.1 million for about 114 client relationships. The firm offers discretionary asset management using a set of model portfolios, as well as asset allocation advice and financial, retirement, and college planning services. Portfolio construction begins by selecting one of six model portfolios (Preservation through Speculative) and then customizing allocations to a client’s goals, restrictions, and risk tolerance; accounts are generally managed on a discretionary basis. The firm uses a mix of fundamental and technical analysis, including trend‑following, may engage in active trading with holding periods that can be 30 days or less, and primarily implements strategies with mutual funds and ETFs using Schwab Institutional tools and Morningstar. Noteworthy for a single‑advisor independent firm, Ironwood typically requires a $500,000 account minimum (waivable in certain circumstances) and does not offer a wrap fee program, instead billing advisory fees separately from custodian transaction costs. While it provides retirement planning, the firm states it does not act as a pension consultant or have related pension consulting affiliations, and it does not vote client securities.

To learn more about the advisors currently working at Ironwood Wealth Advisors, 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.