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About Iron Legacy Wealth Advisors


Our Primary Purpose

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 suitable 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.

Interesting Links

Retirement Planning:­ What You'll Need
It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

The Future of Your Business: Succession Planning
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.

The Cost of College
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

Ashton Smith

Director of Marketing

205.803.3333

Ashton.Smith@LFG.com

Ashton joined the Iron Legacy Wealth Advisors Team in May 2022 and brings much needed marketing experience. In Ashton’s role as the Director of Marketing, she manages Iron Legacy’s website, social media, photography, and...

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Brian R. Smith, CFP®, CRPC®, AIF®, CBEC®

205.612.4507

Brian.Smith@LFG.com

A financial professional for over 30 years, and founding partner of Iron Legacy Wealth Advisors, Brian specializes in Financial Planning for Successful Business Owners and their families. With his enthusiasm, dedication, and extensive...

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Gretchen Smith

Client Services Manager

205.263.5325

Gretchen.Smith@LFG.com

Gretchen joined the Iron Legacy Wealth Advisors Team in May 2022 and quickly became an integral member. In Gretchen’s role as a Client Services Manager, she spends much of her days assisting clients with cash deposits,...
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Mason Smith

Intern

205.910.2965

Mason.Smith@LFG.com

Mason joined the Iron Legacy Wealth Advisors Team in May 2022 as an intern. He is currently pursuing his Degree in Consumer Sciences which includes the Certified Financial Planner Curriculum at the University of Alabama.Mason is...

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Megan L. Spain, CFP®

205.278.8219

Megan.Spain@LFG.com

Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. For the past 10 years, Megan has been financial planning for small business owners. She and her team of advisors work diligently to...
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