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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

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 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...

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


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


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

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...

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