• Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Who are we?

At the core of Iron Birch Advisors is the mission to be prepared to meet the needs clients bring our way. We've created divisions with different areas of experience to better provide financial planning strategies for our clients. These points of emphasis include retirement strategies, estate planning, life insurance, special needs planning, and planning and education within the female marketplace.

While our focus is to provide our clients with personalized financial advice, our commitment to philanthropy within the community remains a pillar of our company. Many of the advisors at Iron Birch are either past or present board members of non-profit organizations.

Resolving your needs as our client brings our team a great deal of satisfaction. When you share a heartfelt "thank you" because we helped you plan to achieve your milestones, that is truly a good feeling for us.

We hope the practice culture we have crafted is apparent to you as our client. We are a work family and the respect between team members fosters an environment that translates into an everyone “going the extra mile” to develop and maintain exceptional client experiences. At the end of the day, we have fun, love what we do and hope to pass that same joy along to you, and our clients.

Professional Alliances

We have a professional alliance with Stephen Hertz, CPA .

Mr. Hertz is available to our clients as an excellent resource.

We have a professional alliance with Marcel Sager of Goldberg Sager & Associates.

Mr. Sager practices in the areas of the probate and administration of estates, elder law, estate planning, drafting of wills, living wills, health care proxies, trusts and powers of attorney, guardianship proceedings for incapacitated and developmentally disabled individuals, and real estate transactions in New York and New Jersey.

For more information please reach out to your advisor.

Stephen Hertz, CPA and Marcel Sager of Goldberg Sager & Associates are not employed by Ameriprise Financial Services, LLC, but are available to our clients as an excellent resource. .

Stephen Hertz, CPA and Sager Goldberg & Associates are not endorsed by nor affiliated with Ameriprise Financial. Stephen Hertz and Marcel Sager are not under the supervision of Ameriprise Financial. Stephen Hertz CPA and Goldberg Sager and Associates are not broker-dealers or investment advisory firms.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues.

Our videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)