201 Office Park Drive, Suite 300
Birmingham, AL 35223
ph: 205.871.6690
fax: 205.803.3331
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About Iron Legacy Wealth Advisors

The team: Rick, Megan and Brian

Iron Legacy Wealth Advisors provides a process-based approach to financial planning, integrating our clients’ personal and business owner planning needs. We work with business owners and high net worth individuals to coordinate all of their assets, determining the goals that are right for their unique situations, and then working closely with them to execute their plans. Unlike working individually with transaction-based professionals (e.g. accountants, tax attorneys, business appraisers, etc.) we partner with our clients for the long term, coordinating their advisor relationships, and ensuring our clients are both financially and emotionally ready to take each step of their journey. Learn more about our decades of experience and expertise at www.IronLegacyAdvisors.com.