Financial Freedom,
Made Simple.
Financial peace isn’t a dream—it’s a plan. We build it for you.
We’re serious about money.
We work with two types of people:
Those in their 30s and 40s who are building careers, raising families, and starting to think seriously about financial freedom. And those in their 50s, 60s, and 70s who want to turn what they’ve saved into a reliable, tax-smart retirement plan.
Whether it’s saving and investing for financial independence, figuring out how to navigate the messy middle (kids, career, competing priorities), or turning your portfolio into steady income you won’t outlive, we help you bring all the moving parts together into a clear, flexible strategy. That includes smart tax planning, thoughtful investment management, and knowing which decisions to make—and when—so your money supports the life you actually want, both now and in the future.
We enjoy digging into the details—investments, tax planning, cash flow, Roth conversions, risk management—so you can focus on everything else.
If you’ve started to make progress and want to feel more confident about what comes next, we’d love to help.
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Think of us as your co-pilot for life’s financial journey. We’ll work together to create a game plan that makes sense for your goals, your lifestyle, and your ambitions. Whether it’s budgeting, managing cash flow, or tackling debt, we’ll build a strategy that’s all about you.
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Forget chasing the latest stock tips—we’re all about keeping it simple, effective, and low-cost. Using tried-and-true strategies grounded in Modern Portfolio Theory (fancy name, we know), we build diversified portfolios tailored to your goals and risk comfort level. No market timing or crystal balls—just smart, steady investing with regular check-ins to keep everything on track.
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Retirement doesn’t have to feel like a big, scary question mark. From managing your 401(k) and IRA to maximizing Social Security and planning sustainable income, we’ll help you set the stage for a stress-free retirement. Together, we’ll make sure you can enjoy the life you’ve worked so hard to build.
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Nobody wants to pay more taxes than they have to, right? We’re pros at designing tax-efficient strategies that keep more money in your pocket. From tax-savvy investments to coordinating with your tax pro, we’ll help make your overall financial plan as tax-smart as possible.
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Insurance can feel overwhelming, but we’re here to simplify it. We’ll review what you’ve got, highlight any gaps, and recommend what makes sense—no sales pitches, no upsells, just honest advice to protect what matters most.
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College can be a big expense, but we’ll help you tackle it with confidence. From 529 plans to teaching your kids some money smarts, we’ll build a plan that balances saving for college with your other financial goals.
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Legacy planning doesn’t have to be complicated. We’ll guide you through creating a clear plan for transferring your wealth and making sure your wishes are honored. We can connect you to affordable legal support for wills, trusts, and more. And don’t worry, we’re not lawyers—we just want to make sure everything’s in order for your peace of mind.
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Life happens, and we’re here to help you prepare. We’ll work with you to build an emergency fund, review your insurance, and put safeguards in place to protect your financial future.
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Running a business and managing personal finances can feel like juggling chainsaws. Let us help! We’ll guide you through setting up tax-friendly retirement plans and balancing your personal and business goals so you can focus on growing your wealth without the headaches.
Advice you can trust.
Not all financial advice is created equal. At IronFjord Wealth Management, we believe that how advice is delivered, and the standard it’s held to, matters deeply. That’s why we were created to always operate as a fiduciary.
A fiduciary is someone legally (and ethically) obligated to put your interests ahead of their own. But here’s where it gets a bit nuanced: some advisors only act as fiduciaries part of the time — say, when managing specific investments — but may revert to a different standard when selling other investments or products that pay them a commission. And some advisors aren’t fiduciaries at all. This patchwork of standards can be confusing for consumers and can muddy the waters when you're trying to make sound financial decisions.
We think you deserve better. IronFjord was founded on the belief that being a fiduciary should be a full-time commitment, not a part-time title. It’s not just a checkbox. It’s our philosophy, our framework, and our everyday practice. We're proud to be part of a growing movement of advisors working to raise the bar and create a more transparent, client-centered profession.
As a Chartered Financial Analyst (CFA®) Charterholder — the gold standard designation for investment professionals — we're also held to some of the highest ethical and professional standards in the investment industry, standards that align perfectly with our fiduciary duty and further strengthen our commitment to always do what’s right for our clients.
Whenever you’re choosing an advisor, ask if they’re a full-time fiduciary. You deserve nothing less.
Let’s chat
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!