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
Education / Designations
Professional Experience
Since 1998 Marty’s been in the Wealth Management industry, from an advisor at Morgan Stanley, a separately managed account trade supervisor, to a regional marketing representative at Davis Advisors. He works to help his clients reach their financial and personal goals and to build a sense of purpose and security in retirement through multigenerational wealth planning.
Planning Philosophy
I do not believe in “cookie cutter” solutions, or that one size fits all when it comes to planning. We create solutions that are individualized and tailored to each or our client’s unique situations.
Personal
Marty and his wife, Deana, have resided together in Tucson, Arizona for the past four decades. Together he and his wife have raised two children, Grayson and Morgan. Marty grew up in Tucson where he grew to love the desert and outdoors whether that was biking, hiking, or shooting sporting clays with his buddies. He enjoys spending his free time with his family and friends and especially, his daily walks with his energetic red heeler, Finley.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, 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.
Copyright © 2021 · 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.
