Ironvale Financial logo

Ironvale Financial

An office of LPL Enterprise
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,113

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.

Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.

Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.

Expertise

Tax-loss harvesting

Location

300 Bridge St., Suite H

New Cumberland PA 17070

Advisors at this office

1

Quick links

Advisors at this office

Jamie D

CFP®, Series 63

New Cumberland, PA

Ironvale Financial

The 3 Fires Framework Jamie Dunn helps families build a comprehensive financial strategy through a proprietary approach called The 3 Fires Framework. Each fire serves a distinct purpose, but together they create a complete plan for growing, protecting, and transferring wealth. Forge The Fire That Grows Your Wealth The Forge is focused on building and growing assets. Through disciplined investment strategies and a personalized approach, Jamie helps clients put their money to work so they can pursue their long-term financial goals with confidence. Hearth The Fire That Provides Stability Market volatility is inevitable, but panic does not have to be. The Hearth is designed to help clients remain confident during uncertain times by creating reliable income strategies and withdrawal plans that support their lifestyle without reacting emotionally to market fluctuations. Sentinel The Fire That Protects Your Legacy The Sentinel focuses on preserving wealth for future generations. Through thoughtful tax planning, wealth transfer strategies, and legacy planning, Jamie helps clients safeguard what they have built and create a lasting impact for their families. Bringing the 3 Fires Together When all three fires are working together, clients gain a clear and coordinated financial strategy. The 3 Fires Framework helps answer three of the most important questions in retirement and wealth management: How should I invest my money? (Forge) How should I withdraw from my accounts? (Hearth) How can I plan for taxes and protect my legacy? (Sentinel) By balancing growth, income, and protection, Jamie helps families create a financial plan designed not only for today's needs, but for generations to come.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Business sale tax planning Options & derivatives strategies Engineering Professional Founder/Business Owner Retired Doctor or Medical Professional Attorney Established Professionals Approaching retirement Retired
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