Welcome to Ironvest Financial Partners

On the wholesale side, Ironvest acts as a growth partner to financial professionals. We’re a tech-enabled BGA/IMO that helps advisors unlock more opportunities with less friction.

We provide:

• Advanced case design and product positioning
   
• Multi-carrier insurance and annuity access
   
• Estate, income, and LTC planning tools (Vanilla, Income Lab, Waterlily)
   
• AI-powered marketing and outreach systems
   
• Customized lead lists and marketing support
   
• Discounted access to FMG, Levitate, and more
   
• A proprietary CRM (coming soon) with integrated lead generation
   

Through our partnership with FIG and our internal tech stack, we empower advisors to scale their businesses, better serve their clients, and stay ahead of industry trends — all without sacrificing independence.

Our mission is to simplify the complex and guide you through life’s financial decisions with confidence and clarity. Whether you’re planning for retirement, growing a business, protecting your legacy, or navigating a major life event, we provide:

• Personalized financial planning
   
• Retirement income strategies
   
• Insurance and risk management solutions
   
• Business succession and exit planning
   
• Tax-efficient and multigenerational estate strategies
   

We follow a proven process — Discovery → Plan → Implementation → Review — to ensure that your plan grows with you over time. We prioritize education, transparency, and values-based planning, using leading tools like eMoney, Waterlily, and Income Lab to make your financial picture clear.

We’re a small team with big experience in insurance distribution, wholesale, and advising. With decades in insurance brokerage, we leverage AI technology to provide the insight of a large distributor while offering the personalized service that financial professionals expect from a boutique firm.

We assist financial professionals, including financial advisors, RIAs, and insurance agents, in navigating the complex landscape of life insurance, annuities, LTC, and disability. Utilizing AI technology, we provide marketing support and advanced planning resources that enhance insurance distribution. Our tools streamline product positioning and enable advisors to scale effectively, allowing them to focus on delivering greater value to their clients. At Ironvest, we’re not just a BGA — we’re your dedicated growth partner.

And for the client side, we offer the same level of expertise as we just described with advisors. From quarterbacking your financial picture when it comes to budgeting, retirement, estate planning, and planning around all of the major milestones you might go through. We take a comprehensive and holistic approach to guiding you through your financial journey.