# Ironwood Wealth Management, Inc. Source: https://planprovider.pro/provider/ironwood-wealth-management-inc > From its base in Chandler in the Phoenix metro area, Ironwood Wealth Management, Inc. works with high-net-worth individuals and business owners on long-term… Retirement Plan Advisor Chandler, AZ ## About Ironwood Wealth Management, Inc.

From its base in Chandler in the Phoenix metro area, Ironwood Wealth Management, Inc. works with high-net-worth individuals and business owners on long-term financial decisions. The firm is a registered investment advisor and also maintains a branch office in Laguna Niguel in Orange County, California.

Ironwood’s work covers financial planning and investment management, with support around retirement planning, education planning, estate planning, and tax planning. The team brings decades of combined experience and uses a proactive planning process that starts with a client’s goals and cash-flow needs, then builds a portfolio and ongoing management plan around them.

Ironwood is a fee-only plan advisor, which means its compensation comes from client fees rather than commissions. One point that sets the firm apart is its willingness to challenge standard investment assumptions as it builds portfolios focused on wealth growth and preservation.

Ironwood Wealth Management is a member of Advisory Services Network, LLC. Tax advisory services are offered through Locke & Welsh, PC.

Website: [https://www.ironwoodmgmt.com/](https://www.ironwoodmgmt.com/) ## Office Locations - Chandler, AZ (Headquarters) ## Plans Serviced (2024) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | APPLE 401(K) PLAN|APPLE INC., CA|$24.7B|101,217| | CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN|CADENCE DESIGN SYSTEMS INC, CA|$2.1B|3,716| | MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN|MARVELL SEMICONDUCTOR, INC., CA|$1.4B|2,970| ## Team Members - **Bob Milnes**, Wealth Manager - **Joanna Ramirez**, EA, MS, Tax Associate - **Gregory Locke**, CPA, Wealth Manager - **Rydan Case**, ChFC®, CFP®, RFC®, Senior Wealth Advisor & Founding Partner - **Craig Moore**, ChFC®, CFP®, Senior Wealth Advisor & Director of Marketing - **Rick Wagner**, ChFC®, CFP®, Senior Wealth Advisor & Director of Advisor Training and Development - **Lauren Chavez**, CFP®, Wealth Advisor - **Marc Hugo**, CFA®, CAIA®, CFP®, Associate Advisor - **Colleen Koestner**, MBA, Chief Operations Officer - **Rex Weeks**, CFA®, Portfolio Manager ## Other Retirement Plan Advisors in AZ - [Aegis Financial](https://planprovider.pro/provider/aegis-financial) - Phoenix, AZ - [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA - [Clarity Asset Management, Inc.](https://planprovider.pro/provider/clarity-asset-management-inc) - Gilbert, AZ - [Balboa Wealth Partners, Inc.](https://planprovider.pro/provider/balboa-wealth-partners-inc) - Newport Beach, CA - [Gallacher Capital Management, LLC](https://planprovider.pro/provider/gallacher-capital-management-llc) - Lone Tree, CO - [Integrated Financial Solutions, PLLC](https://planprovider.pro/provider/integrated-financial-solutions-pllc) - Tempe, AZ - [Graystone Consulting Of Morgan Stanley Smith Barney LLC](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc) - New York, NY - [Wealthpoint Advisors LLC](https://planprovider.pro/provider/wealthpoint-advisors-llc) - Phoenix, AZ - [Avantax Advisory Services](https://planprovider.pro/provider/avantax-advisory-services) - Dallas, TX - [Retirement Wealth Partners, LLC](https://planprovider.pro/provider/retirement-wealth-partners-llc) - Lafayette, LA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/ironwood-wealth-management-inc) © 2026 PlanProvider.Pro