James Mayo, CFA®—Financial Planning Fiduciary

Service Area: Denver, CO
Team Size: 1 employee
Business Duration: 1 year

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Investment review
Tax planning
College planning
Trusts or estate planning
Mutual funds
Life insurance review
Annuities
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

About

✅ Independent. Experienced. On your side.

Hi, I’m James—founder of IronFjord Wealth Management, an independent fiduciary firm based in Colorado. I work with clients across the U.S., helping them simplify their finances, invest wisely, and plan confidently for the future.

I specialize in comprehensive financial planning, including:

• Investment strategy

• Tax planning

• Retirement planning

• Income Planning

• Insurance & estate planning

• Cash flow & savings strategies

• Education planning, and more

?️ Want to learn more? Jump on an intro call so you can ask questions, tell me more about yourself, learn how I work, and see if we’re a good fit.

? Reach out to schedule your intro call and I'll share my calendar with you so you can automatically book a suitable time.

I look forward to speaking with you!

Warmly,

James Mayo, CFA

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- James Mayo
- Completed on 5/15/2025

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James Mayo, CFA®—Financial Planning Fiduciary | Denver, CO