Iron Oaks Wealth Advisors

When you partner with our financial advice team in Atlanta, GA, you receive personalized guidance tailored to your unique financial goals. Our team specializes in wealth management, retirement planning, estate planning, tax strategies, and a comprehensive financial planning approach designed to evolve with your needs. We maintain proactive communication to keep you informed about market trends and opportunities, helping to ensure your financial plan remains aligned with your goals.

At Iron Oaks Wealth Advisors in Buckhead Atlanta, GA, we prioritize building long-term relationships with our clients. We support you through life’s transitions with customized solutions that address your specific circumstances. Our commitment to delivering a client-centered experience exceeds expectations, empowering you to make more confident financial decisions as part of our dedicated team approach.

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Team photo for Iron Oaks Wealth Advisors
Team photo for Iron Oaks Wealth Advisors

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Advisors

Richard Saunders

CFP®, ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of Iron Oaks Wealth Advisors
Visit Richard Saunders's website

Thu Saunders

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Thu Saunders's website

Andrew Hanna

CFP®

Private Wealth Advisor

Business Financial Advisor
Visit Andrew Hanna's website

Josh Krohne

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Josh Krohne's website

Richard B Arno

Financial Advisor

Visit Richard B Arno's website

Larry Salberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Larry Salberg's website

Nick Ives

Financial Advisor

Visit Nick Ives's website

John Peter Curcio

Financial Advisor

Visit John Peter Curcio's website

Bobby Kunce

Associate Financial Advisor

Investment Specialist
Visit Bobby Kunce's website

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Peter Levy's website

Howard Victor Levy

MBA

Associate Financial Advisor

Visit Howard Victor Levy's website

Earl Williams

CFP®, APMA

Financial Advisor

Visit Earl Williams's website


Team

George Gervais

George Gervais

Intern

Hailey Coe

Hailey Coe

Client Concierge

Marie Hamrick

Marie Hamrick

Marketing Manager,

Operations Manager
Michele Macullok

Michele Macullok

Practice Manager

Sherry McFarland

Sherry McFarland

Paraplanner

TJ Hynds

TJ Hynds

Operations Manager