Founded in 2001, Ironwood Investment Counsel is a fee-only advisor dedicated to helping clients meet their unique financial objectives. The firm manages over $1 billion for individuals, families, foundations, trusts and retirement plans.
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives.
We are dedicated to helping our clients preserve and grow their wealth through a comprehensive advisory approach that integrates tax efficient investment management, cash flow needs, estate planning, charitable intentions, and more.
Certifications and Qualifications
Our team is dedicated to providing the highest level of service in order to create an exceptional client experience.
Our employees have a very diverse background with many years of experience and education, including master’s degrees in portfolio management, taxation, and business administration.
*Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
Additionally, several of our investment team members have achieved the following designations:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Certified Trust and Fiduciary Advisor (CTFA)
Certified Investment Management Analyst (CIMA®)
Certified Public Accountant (CPA)
Certified Financial Therapist-I™ (CFT-I™)
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