1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
Comprehensive wealth management for families who’ve built meaningful wealth, designed to grow your assets while preserving what matters most.
Fee-Based Fiduciary
20+ Years in Tucson
Tucson-Based
Transparent Fees
Why Choose Us?
At Ironwood Financial we believe in the fiduciary duty. It’s an oath we took to put our clients’ interests above our own and it’s a standard that we believe all Tucson retirees deserve.
That’s why we’ve built our process to put you first, no matter what. We want to know what drives you, what your values are, and what you really want in life so we can help you achieve those goals and help you thrive in retirement.
It’s about your life, not just your money. So let’s start there.
From growing wealth to executing retirement income strategy, we have you covered.
Turn Investments Into Retirement Income
Confidently Retire in Tucson
Optimize Social Security
Avoid Unnecessary Fees
Protect My Retirement from Market Volatility
Protect My Investments
Preserve My Wealth
Grow My Wealth
Grow My Portfolio Without Taking Excessive Risk
Transition My Business Smoothly
Make Smart Decisions During Major Life Changes
Build Generational Wealth
Create Financial Freedom
Protect My Family From Financial Complexity
Becoming a Client
Exploring becoming a client with Ironwood Financial means taking a crucial step towards securing your financial future. During a straightforward initial consultation, we’ll assess your goals and outline how our personalized services can benefit you. Start your journey to financial success—schedule your meeting today and experience how our dedication can transform your financial outlook.
Driven By Principle
Values Make Us
Relationship First
Our clients experience a relationship based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every wealth management plan. and we strive to make sure that we truly understand your values, goals and vision for the future.
History Over Fads
With over 20 years of investment experience, we've provided wealth management for clients through a wide range of market conditions. This track record of experience continues to expand our prudent approach and long-term perspective so we focus on what works over, what sounds good in the moment.
Fiduciary Responsibility
At Ironwood we take our fiduciary duty seriously and work to be on the same team as our clients. In contrast to the big investment house quotas and "house approved" investments, which put the firm first, we built our firm around the goals of the client. We use a team effort based on ongoing conversations, tailored advice and transparency.
Whether you’re looking to plan for retirement, protect or grow your wealth, or need a Fiduciary, Fee-Based Financial Advisor to give you unbiased advice, our process may be a great fit.
We Start With You
This is where we learn about your situation, what your vision for retirement is, what challenges you’re facing, opportunities you want to capture and what it’s going to look like as we go through this process.
Then We Focus on Education & Guidance
We educate you on modern investment theory and it’s performance over time and help you get clarity on many different investment styles so you can find the path right for your situation.
We educate you on the different investment types, how fees work in different investment vehicles, and show you the different ways you can take money out of your portfolio. That way you know exactly how you want to proceed and how we can help you move forward.
We start mapping out your unique situation and show you step by step how life events can alter and change your retirement plan, what your retirement may look like, and start showing you options that you need to consider to achieve your goals.
In our last and final step we deliver our complete analysis to you and give you our recommendations for your implementation.
We believe in transparency & putting you first. Let us know how we can help today.
How We Stack Up
Inquire About Cost and Availability
So that we can serve your specific needs, please fill out this 30-second form and tell us how you want us to help. The more we know about you, the better we can help.
Your Privacy is 100% Secure, We Never Share or Sell Your Information.
Ironwood Financial LLC Tucson, AZ
1926 E. Fort Lowell Rd
Suite 100
Tucson, AZ 85719
From The Blog
Tucson's Source For Cutting Edge Financial Advice
We typically charge a percentage-based fee on assets under management (AUM). We don’t usually charge separate planning fees. In rare cases, if an insurance product is recommended and implemented, we may receive a commission related to that product.
Our annual fee is based on assets under management, typically around 1% for most relationships. This covers portfolio management, regular reviews, rebalancing, tax coordination, and ongoing access. All fees disclosed upfront in writing.
Only if it serves you better. We’ll honestly assess whether consolidation makes sense or if your current structure works fine. Accounts we manage are held at Schwab or Fidelity.
We typically meet regularly to review your plan, with additional check-ins whenever life changes — retirement, a business sale, inheritance, or even a market shock. Planning isn’t one-and-done; it’s ongoing. That’s how we help keep your plan on track.
Yes, though our local clients particularly value the face-to-face relationship and our knowledge of Arizona-specific considerations.
We’re happy to provide a second opinion. About 25% of our clients come to us already working with someone else but want to ensure they’re on the right track. Sometimes we confirm you’re doing well; other times we identify significant improvements.
Robo-advisors handle basic allocation but can’t provide behavioral coaching during panic, adjust for your specific tax situation, or coordinate with your other professionals. For simple situations, they work fine. For complexity or those who value partnership, a fiduciary advisor adds real value.
