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

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

Ironwood Wealth Management, LLC is a registered investment adviser that manages portfolios for individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management as well as written financial planning and implementation consulting, including retirement planning and referrals to other professionals. Ironwood primarily constructs portfolios using mutual funds and ETFs and offers rebalancing and asset allocation strategies tailored to client risk profiles and goals; it maintains a formal share‑class selection policy with specific dollar thresholds and, for Full‑Service clients, uses asset‑location to try to limit tax inefficiency. The firm operates tiered client programs (Full‑Service, Foundations, Legacy), and uses technology platforms such as Pontera to manage held‑away defined‑contribution accounts and eMoney for consolidated reporting. Compared with many peers, Ironwood discloses several non‑standard service features: it prepares client tax returns and offers a discount (25% off for Full‑Service clients), will negotiate fixed‑fee arrangements for certain high‑net‑worth but illiquid clients, and describes specific operational distinctions for its Foundations/Legacy programs (separate account treatment that may be less tax efficient). The brochure also notes procedural differences such as their practice around held‑away account management, a clear policy on proxy voting (clients retain voting responsibility), and an explicit share‑class selection framework with institutional thresholds.

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