Iron Legacy Wealth Advisors: Who We Are

Who We Are

Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

Iron Legacy Wealth Advisors

Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored, financial advice.

Iron Legacy Wealth Advisors is a financial services firm that specializes in developing innovative concepts for wealth creation and preservation. Iron Legacy Wealth Advisors is committed to providing exceptional service to our clients by offering comprehensive financial plans, wealth management services, estate planning strategies, business succession strategies, retirement, and investment planning.

We Are Rooted In Strength

We benefit from the financial strength of our parent, Osaic FA. Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional.

Meet The Team

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

205.612.4507

brian.smith@ironlegacyadvisors.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...

Gretchen Smith

Client Services Manager

205.383.9642

gretchen.smith@ironlegacyadvisors.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,...

Mason Smith

Client Services Manager

205.910.2965

mason.smith@ironlegacyadvisors.com

Mason joined the Iron Legacy Wealth Advisors Team in May 2022 as an intern and has since graduated with a Bachelor’s Degree in Consumer Sciences which includes the CERTIFIED FINANCIAL PLANNER™ Curriculum at the University of Alabama in...

Ashton Wylie

Director of Marketing

205.803.3333

ashton.wylie@ironlegacyadvisors.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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