We are here for you.
Welcome to Iron Oak Capital Management. We are an independent, client-focused asset management firm. Every financial plan and wealth strategy is tailored to the unique goals and needs of every one of our clients. We offer a variety of services for every budget, life stage, and situation. It is our honor to work with you to help you build a stronger future and a more peaceful now.
How are We Different?
Because we are a private, independent financial firm we are not beholden to any outside company. This means we focus our time on meeting our clients needs rather than trying to sell them products or goods.
Our fees are highly competitive and transparent. Our management fees are fixed and collected quarterly. Fees for other services are based on an hourly or flat-rate price and there are no hidden costs.
We are here for our clients always. This means answering emails, text messages, and phone calls whenever an issue may arise. We are dedicated to providing our clients with exceptional service and communication, 24/7, 365.
Our goal is to make your retirement as fulfilling and stress-free as possible. We offer guidance, help you set up your accounts, and review your financials.
We develop individualized and comprehensive plans that focus on asset growth and preservation so you can meet your financial and personal goals.
Using market research, financial modeling software, and our own proprietary algorithms, we manage your assets and make your money work for you so you can focus on what matters most to you.
If you are leaving a job, retiring, or have funds in a 401(k) account, we help you easily roll those funds into an IRA while preserving your tax-deferment status.
Financial concerns or questions can arise for anyone at any life stage. We are here for you and will help you plan for all of life's adventures.
EMPLOYEE RETIREMENT PLANS
We partner with small business owners who are interested in providing retirement guidance and planning for their employees.
sonny gokhale, cfa
Sonny Gokhale, CFA is the founder and Financial Advisor of Iron Oak Capital Management, established in 2013. Sonny is a CFA (Chartered Financial Analyst) charter holder as well as a Series 65 licensee. After working in the finance industry for over 10 years, he decided to open his own advisory firm to fill the need for clients who wanted a more individualized approach to asset management and financial planning. Sonny currently serves on the CFA New Mexico board and is a lecturer at the University of New Mexico. His goal is to help every one of his clients live a life of true prosperity.