201 Office Park Drive
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 benefit from the financial strength of our parent, Lincoln National Corporation, a Fortune 200 firm offering global asset management and wealth management services through its subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Today, Lincoln Financial manages $324 billion as of September 2022.
Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
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...
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...
Client Services Manager
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...
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...