Get started with personalized financial advice

Your relationship with Iron Oaks Wealth Advisors starts with discovery. We take the time to understand your goals, your priorities, and the future you are working to build, creating a strong foundation rooted in what matters most.

From there, we design a disciplined strategy tailored to your life, guiding you through each step with clarity and purpose. Our approach is steady and intentional, helping you feel confident as decisions take shape.

As your path evolves, so does our work together. We remain a consistent partner, providing proactive advice and reliable support through every stage. Over time, this relationship grows deeper, helping you build, protect, and carry forward a legacy designed to endure.

To begin your journey, schedule a complimentary initial consultation with our team of advisors. Together, we will work with you to create a personalized financial plan tailored to your unique goals. We look forward to supporting you every step of the way!

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

Person pointing at tablet screen
If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

Jared Spivey, Financial Advisor, Iron Oaks Wealth Advisors, Ameriprise Financial

I'm passionate about helping people gain clarity and confidence in their financial lives. I take pride in building meaningful relationships and guiding you toward what matters most.Let's start a conversation about your goals and the future you're working toward.


4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

Financial advisor helping client with laptop

I look forward to hearing from you

For more than 130 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

Request consultation

Connect with me

Jared Spivey may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.