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.
Ashton Wylie
Director of Marketing
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...
Brian R. Smith, CFP®, CRPC®, AIF®, CBEC®
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...
Gretchen Smith
Client Services Manager
Mason Smith
Financial Planner Assistant
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...
Megan L. Spain, CFP®
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...