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Copyright © 2026 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC -“Ironwood”), or any non-investment related content, made reference to directly or indirectly on this site will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this site serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood. Please remember that if you are a Ironwood client, it remains your responsibility to advise Ironwood, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood is neither a law firm nor a certified public accounting firm and no portion of the site content should be construed as legal or accounting advice. A copy of Ironwood’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Ironwood does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Ironwood’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Copyright © 2020 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.

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Customer Reviews

A 45-minute conversation with a fee-based fiduciary advisor to review your investment portfolio, assess efficiency and risk alignment, and provide honest guidance—with no product pitches or commission conflicts.

Get Started with a Fiduciary Financial Advisor

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Current investable assets (across all accounts):

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What prompted you to look for a fiduciary financial advisor right now?

What's your biggest concern about your current investment situation?

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Yes, and I'm looking to make a change Yes, but I want a second opinion No, this is my first time seeking professional advice I've tried managing everything myself so far

Preferred Meeting Format

In-person at Tucson office Video call Either works

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Or call us directly at (520) 318-4600 to speak with our team.

Fee-Based Fiduciary

20+ Years in Tucson

Tucson-Based

Transparent Fees

What Happens in Your Financial Advisor Consultation

Comprehensive portfolio efficiency review

We’ll analyze visible fees, hidden costs, tax efficiency, and risk alignment to identify opportunities for improvement

Risk-first investment assessment

Evaluation of whether your current portfolio matches the level of risk you actually need to reach your goals

Honest fiduciary perspective

Objective feedback on your situation, including whether you even need professional help (roughly one in four people we meet with are doing fine on their own)

Clear next-steps roadmap

If we can add value, you’ll receive specific recommendations tailored to your timeline and goals

Trusted Local Financial Advisors Since 2006

“Ironwood took the time to really understand our situation and explain everything in terms we could grasp. For the first time, we feel confident our investments match what we actually need.” – Tucson Client, ages 63 & 65

What to Expect

Common Questions

What does this consultation cost?

Nothing. It’s completely complimentary with no obligations. Roughly one in four consultations end with us telling people they’re doing fine without us.

How long will it take?

45-60 minutes, depending on your situation.

What should I bring?

Just your questions. Recent investment statements are helpful but not required for the first meeting.

What happens after our meeting?

You’ll receive a written summary of our discussion and recommendations. There’s no pressure to move forward unless you feel it’s the right fit.

Do you work with people outside Tucson?

Yes, though our local clients particularly value the face-to-face relationship and our knowledge of Arizona-specific considerations.

Are you really a fiduciary?

Yes. We’re fee-based fiduciaries legally required to act in your best interest. No product sales.

How do you charge for ongoing services?

We use a transparent percentage-of-assets-under-management model. We get paid more when your portfolio grows—our goals align with yours.

Do you try to beat the market?

No. We don’t believe anyone can do it consistently. We focus on efficiency, effective risk management, and aligning your portfolio with your actual goals.

Your Investment Strategy Starts with One Honest Conversation

Schedule your complimentary Financial Advisor Consultation today and discover what’s possible when you work with a local fiduciary who prioritizes risk management and efficiency over product sales.