Advisor profile

Nick Ives: Financial Advisor in Atlanta, GA

At Iron Oaks Wealth Advisors in Atlanta, GA, our team embodies a shared commitment to professionalism and client-centered service, specializing in wealth management services such as boutique financial services, financial advisory, retirement planning, private wealth advising, and capital management. Rooted in reliability, teamwork, and a passion for bringing joy to every client interaction, we strive to exceed expectations, helping each client receive the guidance and support needed to achieve their financial goals with confidence.

11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • BBA in Finance & Real Estate, Georgia Southern University

Awards & recognition

  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2023

Honored to receive recognition

All of us at Iron Oaks Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Iron Oaks Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

Community participation

Georgia Army National Guard

Interests

Spending time with my wife, Casey and raising our two amazing children, Ellie and Gaines. We enjoy everything outdoors, from the beach and boating to bike rides around Skidaway Island. We believe it’s important to spend quality time together and enjoy our family and friends. I enjoy playing tennis, golf and watching college football, particularly the Georgia Southern Eagles. My passion is offshore fishing. I also have a vested interest in the military. I’m nearing retirement from the Georgia Army National Guard where I currently serve as a First Sergeant.

My photos

4 albums
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