A complete list of active advisors currently associated with Wrought Iron Financial LLC

Warmer can help you find a great advisor at Wrought Iron Financial LLC or one who fits your needs even better.

Wrought Iron Financial LLC provides investment management, financial planning, educational seminars and speaking engagements, and retirement plan management, including serving as an ERISA Section 3(38) investment manager for defined contribution plans. Its clients include individuals, pension and profit‑sharing plans, and charitable organizations. The firm implements asset‑allocation based portfolios using a mix of passive and active vehicles alongside both ongoing and project‑based financial planning, and offers bundled service plans (FOUNDATIONS and LEGACY) that combine planning and investment management. It tailors client‑imposed restrictions, may provide non‑discretionary recommendations for held‑away accounts (such as 529s or employer plans), and conducts periodic reviews of accounts relative to stated objectives. Noteworthy for a small, fee‑only adviser managing roughly $1.03 million in assets for about ten clients, the firm provides pension consulting and formal 3(38) fiduciary services as well as discretionary management for certain defined benefit plans—services that are less common among peers of its size. It also runs public and organizational educational seminars (offered in person or virtually) and includes specific disclosure and guidance regarding 529 plans, including those held at the Ohio Tuition Trust Authority.

To learn more about the advisors currently working at Wrought Iron Financial 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.