Team profile


Iron Oaks Wealth Advisors in Atlanta, GA

Iron Oaks Wealth Advisors, located in our Buckhead office in Atlanta, GA, specializes in delivering personalized 1:1 financial advice tailored to your unique goals and needs. Our dedicated team is committed to assisting you by providing customized recommendations for building a diversified portfolio and preparing for unforeseen circumstances.We closely monitor the stock market and current investments align with your financial aspirations. Through regular in-person meetings, we keep you informed about market movements and opportunities, ensuring that your financial strategy remains both proactive and responsive.Our dedicated support team prioritizes your family's well-being, understanding the significance of how your investment decisions affect your loved one's futures. Whether you're planning for retirement, saving for education, or pursuing other financial goals, our proactive approach is designed to confidently guide you on your financial journey.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Business Retirement Plans

Awards & recognition

  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Richard Saunders, Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Richard Saunders, Ameriprise Circle of Success, 2001, 2002, 2005, 2007, 2011, 2013, 2015-2023
  • Thu Saunders, Ameriprise Circle of Success, 2013
  • Richard Saunders, Ameriprise Circle of Success Diamond Ring, 2021
  • Richard Saunders, Five Star Wealth Manager, 2012 - 2017, 2019-2022
  • Andrew Hanna, Five Star Wealth Manager, 2013-2016, 2019-2024
  • Thu Saunders, Five Star Wealth Manager , 2014-2017, 2019, 2021-2022
  • Josh Krohne, Five Star Wealth Manager , 2013-2017, 2019-2024

Community participation

 The amazing team at Iron Oaks Wealth Advisors volunteering at Chattahoochee Nature Center.
The amazing team at Iron Oaks Wealth Advisors volunteering at Chattahoochee Nature Center.

Iron Oaks Wealth Advisors, a financial advisory firm located in Buckhead, Atlanta, GA, strongly believe in giving back to our Metro Atlanta community and encourage our team to participate in several local Atlanta community and charitable events throughout the year. We have listed some of the programs that we love to work with.