Team profile


What to Expect from Personalized Financial Plans

When you partner with Iron Oaks Wealth Advisors in Atlanta, GA, you can expect personalized guidance tailored to your unique financial goals. From wealth management and retirement planning to our comprehensive approach to financial planning including estate planning and tax strategies, we offer solutions that evolve with your needs. Our proactive communication keeps you informed about market trends and opportunities, ensuring your financial plan remains aligned with your goals.

We prioritize building long-term relationships with our clients, supporting you through life’s transitions with customized solutions that address your specific circumstances. At Iron Oaks in Atlanta, GA, we are dedicated to delivering a client-centered experience that exceeds expectations, empowering you to make more confident financial decisions.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Awards & recognition

  • Richard Saunders, Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Richard Saunders, Five Star Wealth Manager, 2012 - 2017, 2019-2022
  • Richard Saunders, Ameriprise Circle of Success, 2001, 2002, 2005, 2007, 2011, 2013, 2015-2023
  • Richard Saunders, Ameriprise Circle of Success Diamond Ring, 2021

Community participation

Iron Oaks Wealth Advisors, an Atlanta-based financial advising office, strongly believe in giving back to our Metro Atlanta community and encourage our team to participate in several local Atlanta community and charitable events throughout the year. We have listed some of the programs that we love to work with.