Financial Planning
to enable you & your business to keep up
Our Services
A flexible package of services to fit what you need
Financial Planning
Helping you make smart financial decisions for you and your family to reach your goals
Tax Planning & Preparation
Combine tax planning and tax preparation to enhance your financial planning and wealth creation
Investment Management
Fee-only means no commissions. We act as a fidicuiary, putting your interests first
Who We Serve
We serve a wide variey of individual clients that have more complicated personal financial planning needs. Some of our typical clients include:
Business Owners
Business owners have unique needs and opportunities. We've been working with business owners for over 20 years
Veterinary and Health Care
From veterinarians to psychiatrists, chiropractors and physicians, we understand the health care and veterinary industries
Employees With Equity Compensation
We work with professionals who receive equity compensation such as incentive stock options, RSUs, nonqualified options, and ESPPs
About Us
Flatiron Wealth Advisors, LLC is a state-registered, fee-only registered investment adviser. We offer financial planning, investment management and tax planning and preparation for clients in a virtual business model. We act in a fiduciary capacity; we don't accept commissions so we put your interests ahead of ours.