Our Services
Comprehensive financial services designed to help you achieve your goals and secure your future.
Research & Collaboration
Collaborative approach utilizing the latest research and technology.
- Research, API support
- Portfolio risk assessment
- Asset allocation strategies
- Diversification planning
- Downside hedging
Financial Planning
Personalized financial roadmaps designed to help achieve your goals and financial objectives
- Financial Independence
- Cash Flow planning
- Investment Advice
- Education funding
- Estate planning
- Tax Awareness
Portfolio Management
Investment strategies that align with your financial objectives and personal approach towards investing.
- Discretionary and Non-Discretionary
- Client Self-Custody
- Regular performance reporting
- Ongoing strategy adjustments
Decentralized Finance
Web3 solutions with self-custody and institutional-grade security for digital assets.
- Client Self-Custody (Safe wallet, Squads)
- Multi-chain support (Ethereum, Base, Arbitrum, Solana)
- Protocol integrations (Uniswap, Aave, Morpho)
- Qualified Custodians available
- Advanced strategy curation
Ironclad Financial Team
Experts in financial planning and wealth management with decades of combined experience.
About Ironclad Financial
Ironclad Financial was founded with a simple mission: to provide transparent, honest financial advice that puts clients first. Our team of experienced advisors combines traditional financial expertise with cutting-edge knowledge of blockchain and digital assets.
We don't believe in one-size-fits-all solutions. Each client's financial situation is unique, which is why we create personalized strategies tailored to your specific goals, risk tolerance, and timeline.
Values
Integrity, Excellence, Innovation
Vision
Financial security for every client
Service-Based Pricing
Transparent fee structure designed for clarity and alignment with your financial goals
Select Your Service
Investment Advisory
Client-directed strategies with expert guidance
Investment Management
Discretionary portfolio management
Digital Asset Advisory
Strategic digital asset integration
Investment Amount
Investment Management
0.60%- 0.60% of assets under management
- Complete portfolio oversight
- Custom factor-based strategies
- Tax-efficient implementation
- Systematic rebalancing
- Regular performance reporting
- Additional 0.20%-0.60% for qualified custodian
Contact Us
Send Us a Message
Get in Touch
Office Location
Havertown, PA
info@ironcladfinancial.com
Get in Touch
We're here to answer any questions you may have.