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James Mayo, CFA®—Financial Planning Fiduciary
James Mayo, CFA®—Financial Planning Fiduciary

James Mayo, CFA®—Financial Planning Fiduciary

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Introduction
✅ Independent. Experienced. On your side. Hi, I’m James—founder of IronFjord Wealth Management, an independent fiduciary firm based in Colorado. I work with clients across the U.S., helping them simplify their finances, invest wisely, and plan confidently for the future. I specialize in comprehensive financial planning, including: • Investment strategy • Tax planning • Retirement planning • Income Planning • Insurance & estate planning • Cash flow & savings strategies • Education planning, and more 💼 One-time financial plans typically cost $3,000, depending on complexity. After delivery, you'll have 12 months of access to your personal planning dashboard to make updates as life evolves. We're also exploring an option for low-cost, ongoing DIY access. 📈 If you have $300,000+ in investable assets and are looking for ongoing investment management, ongoing comprehensive financial planning is included. 🗓️ Want to learn more? I offer a no-cost, no-pressure intro call (up to one hour) so you can ask questions, tell me more about yourself, learn how I work, and see if we’re a good fit. 👉 Reach out to schedule your intro call and I'll share my calendar with you so you can automatically book a suitable time. I look forward to speaking with you! Warmly, James Mayo, CFA
Overview

Serves Denver, CO

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1 employee

1 year in business

Business hours

Sun12:00 am - 11:59 pmMon12:00 am - 11:59 pm

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My customers travel to me

I work remotely (phone or internet)

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Past Customer
May 16, 2025
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James Mayo

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