IronKoor Retirement, LLC
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About
Tishy Financial LLC provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers discretionary portfolio management, ongoing and project-based financial planning, retirement plan consulting for plan sponsors, and educational seminars.
The adviser operates on a fee-only basis and builds written investment policies and asset-allocation targets tailored to each client’s goals and risk tolerance, drawing on Modern Portfolio Theory and a mix of mutual funds and ETFs. The firm manages accounts on a discretionary basis, conducts periodic reviews, and its principal holds CFP certification, which informs the planning framework.
Noteworthy aspects include a formal retirement plan consulting practice that serves employer plan sponsors and accepts fiduciary responsibilities under ERISA, alongside a program of educational seminars and speaking engagements delivered virtually or in person. The firm combines employer-focused plan monitoring and participant education with individualized financial planning and requires custody of client assets on a single institutional platform—an uncommon mix for independent advisers of this size.
Client services
Expertise
Fee options
Project-based financial planning fees range from $0 to $10,000; educational seminars fees range from $0 to $5,000 per seminar
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Ongoing financial planning fees range from $750 to $2,500 quarterly
Account minimum: $100,000 Minimum fee: Initial fee for ongoing financial planning up to $5,000; ongoing financial planning fees range from $750 to $2,500 quarterly; project-based financial planning fees range from $0 to $10,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
9624 Cincinnati Columbus Rd., Suite 212
West Chester OH 45241
Advisors at this office
2
Most active in
Ohio
Also doing business as
Ironkoor Retirement, LLC · Tishy Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ryan T
CFP®, Series 63
West Chester, OH
IronKoor Retirement, LLC
Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.
Scott S
CFP®
West Chester, OH
IronKoor Retirement, LLC
Scott Schwalich is a CFP® professional with five years of industry experience, currently advising at IronKoor Retirement, LLC in West Chester, OH. His prior experience includes roles at Anderson Financial Strategies, LLC, and RetireMEDiQ, LLC. Outside of financial advising, he serves as head coach for Flag Football Fanatics. IronKoor Retirement, LLC primarily provides comprehensive financial planning and investment management services, focusing on tailored asset allocation and retirement plan consulting for individuals and plan sponsors.
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