Ironhorse is a private wealth management firm dedicated to helping you retire comfortably, put your kids through college, optimize your company stock, align your investments with your goals and values, protect your assets, sell your business, or leave money to future generations or charities. Dedicated to helping you reach your financial goals - whatever they might be.
Your money is your money. Our goal is to educate you about all of your options, including the pros and cons of each, providing you with the knowledge to make informed financial decisions.
We are a family office where relationships are the foundation of our practice. We realize that everybody’s situation is unique and meet each client where they are financially. Our job is to figure out how to get you from where you are today to where you want to be financially as efficiently as possible.
We have a unique set of skills and experience that allows us to truly offer comprehensive financial advice, even for clients with complex financial concerns. Our competence is reflected in the designations we have earned and maintained. These are the highest standards in the industry for comprehensive, client-focused, financial, estate, and tax planning.
The majority of our team is based out of Oklahoma but we have an office in Minnesota and run a Virtual Planning practice as well to serve clients all over the United States.
Here are the faces you will primarily see around the office:
