Flatiron Financial Group, A financial advisory practice of Ameriprise Financial Services, LLC Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Flatiron Financial Group is a New Hampshire-registered investment advisory practice affiliated with Ameriprise Financial Services, LLC, established in 2006. It pursues an independent, client-first approach to wealth management, emphasizing transparency in the advisory relationship. The firm operates on a fee-based, needs-based framework intended to minimize conflicts and align investment choices with each client’s objectives.

Its process starts with a clear understanding of a client’s goals and risk tolerance, then builds a diversified portfolio that can include mutual funds, ETFs, stocks, and bonds to suit individual risk parameters. The approach is holistic, coordinating with a client’s existing estate and tax planning partners as part of the overall wealth-management framework. Based in Bedford, New Hampshire, the practice maintains a small professional team.

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