BRETT GRAHAM
IRONWOOD WEALTH MANAGEMENT GROUP - Investment Advisor
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR

Brett Graham is an Investment Advisor who believes financial guidance should feel personal, approachable, and empowering. She values strong relationships and is passionate about helping people who may feel uncertain or overwhelmed when it comes to their finances. Brett creates a comfortable environment where questions are encouraged, and clients feel supported in making confident financial decisions.

Grounded in her Christian faith, Brett incorporates integrity, compassion, and service into every aspect of her work. She strives to support clients with guidance that reflects strong values and a genuine desire to help people thrive — both financially and personally.

She provides comprehensive services including investment management, retirement planning, tax strategies, financial planning, and estate planning. Brett works collaboratively with accountants and lawyers to ensure clients receive cohesive, holistic advice tailored to their family’s needs today and in the future.

When she’s not working, Brett loves spending time with her husband and their three boys — often playing games or sports together. She enjoys cooking, painting, staying active (whether at the gym or on the field), catching up with friends over coffee, and never turns down a good karaoke night.

Click here to email Brett Graham or here to set up an appointment Ironwood Booking Calendar

Mission Statement:

My mission is to build lasting, trusted relationships by empowering individuals and families with clear, values-based financial guidance — creating confidence, reducing stress, and supporting their goals with integrity and genuine care.