James Mayo, CFA®, EA

Hi, I'm James, founder of IronFjord Wealth Management in Lakewood, Colorado, serving clients nationwide. I'm a CFA® charterholder, IRS Enrolled Agent, and hold an MBA in Applied Finance and a Bachelor's in Finance.

I started IronFjord to offer intelligent, transparent fiduciary financial advice built entirely around my clients' best interests. I combine investment management, retirement planning, and tax strategy under one flat, transparent fee.

I work with individuals and families who want to make confident, informed financial decisions and keep more of what they earn.

If you’ve ever wondered:

• How much should I be saving and investing each month?
• Am I investing the right way for my situation?
• When will I have enough to make work optional?
• How should I balance saving, investing, and paying off debt?
• How much can I safely spend in retirement without running out of money?
• How do I manage taxes, market volatility, and withdrawals once I retire?

Then you might be a great fit for our firm.