A complete list of active advisors currently associated with Iron Horse Financial Services LLC

Warmer can help you find a great advisor at Iron Horse Financial Services LLC or one who fits your needs even better.

Iron Horse Financial Services LLC works mainly with individual clients, including high-net-worth and non‑HNW households, providing discretionary asset management, financial planning, and consulting. Asset management services are delivered through a co‑advisor relationship with Gradient Investments and via the Orion Portfolio Solutions platform, while planning engagements cover wills, estate planning, taxes, and insurance. The firm implements model‑based, discretionary strategies by selecting and monitoring portfolio models rather than making individual security selections, and conducts quarterly account reviews with reporting provided by the co‑advisor/platform. Client objectives and risk tolerance documented in client files guide model selection, and financial plans are delivered on a fixed‑fee schedule (typically within 90 days). Notable features in the brochure include a long‑term incentive arrangement with Gradient Investments that pays Iron Horse a share of GI’s fee once quarterly AUM thresholds are met, and the firm’s use of Orion’s multi‑layer fee structure (administration, account maintenance, strategist fees) alongside co‑advisory services. The brochure also discloses educational seminars or workshops as part of the firm’s offerings and significant outside business activities by the principals (an insurance agency affiliation, roles with Gradient Financial Group, and ownership of a property company).

To learn more about the advisors currently working at Iron Horse Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.