We believe effective wealth planning is more important than simply providing investment advice or allocating assets to a diversified portfolio.

 

With a certified financial planner (CFP®) professional, certified public accountant (CPA), multiple attorneys and registered sales assistants all in house; Ironhorse delivers a credentialed and integrated approach to your financial well-being.

 

About Ironhorse

Ironhorse is an independent wealth management firm based in Oklahoma City. We design customized investment portfolios based on your goals, values, desires and objectives.  As fiduciaries, we are obligated to put your interests first and take our responsibility for managing your assets seriously.

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aBOUT sTEVEN d. kAESTNER JD/CPA/CFP®

Steve Kaestner is a Certified Financial Planner Professional, CPA, Attorney, and the founder of Ironhorse Wealth Management.  He has over 30 years experience with retirement planning, estate planning, tax management, and investments.

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what we do

With a certified financial professional (CFP®), certified public accountant (CPA), multiple attorneys and registered sales assistances all in house; Ironhorse is able to deliver a credentialed and integrated approach to help meet all of your wealth management needs. 

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