Team profile


Guidance That Endures Beyond Today

At Iron Birch Advisors, we believe financial advice should be intentional. We help you align your wealth with your goals, values, and vision for the future. Our team provides personalized guidance, strategic portfolio design, and regular reviews tailored to your needs. Whether you are preparing for retirement, planning across generations, or shaping your legacy, we help bring clarity and care to you every step of the journey.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Saving for Education
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Family Finances
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Charitable Giving

Awards & recognition

  • Iron Birch Advisors, Ameriprise Client Experience Award, 2020-2021
  • Gregory Manto, Ameriprise Circle of Success, 2019-2023
  • Gregory Manto, Ameriprise Circle of Success Chairman’s Advisory Council, 2023

Community participation