IronBridge Wealth Counsel today announced that Michael Cullen and his team at Cullen Financial Advisors have joined IronBridge, marking a major milestone in the firm’s growth and the beginning of a new chapter grounded in shared values, client dedication, and multigenerational legacy.
Founded over 40 years ago by Michael Cullen, CFP®, Cullen Financial Advisors has been a bedrock of trusted counsel in the Bay Area. Michael’s commitment to integrity, disciplined planning, and enduring client relationships mirrors the principles that drive IronBridge. Together, the combined firm will manage $2.5 billion in assets under advisement, operating as a national ensemble advisory firm across 14 states.
“This partnership is not about expansion for expansion’s sake,” said Shane Morrow, CEO & Managing Partner at IronBridge. “It’s about aligning with remarkable people. Michael and his team are world-class professionals who share our high-agency approach to planning and client care. We are truly privileged to welcome them into the IronBridge family.”
The merger formally establishes IronBridge’s presence in San Francisco, a city with a deep entrepreneurial spirit and financial sophistication that aligns with the firm’s forward-thinking ethos. More importantly, it brings into the fold a team of advisors whose excellence, character, and client-first mentality will strengthen every part of the organization.
“Joining IronBridge allows us to deliver even greater depth, technology, and planning support to our clients, while preserving the independence and personal relationships that have defined Cullen Financial for four decades,” said Michael Cullen. “We’re excited to grow together with a team that’s building for the long term.”
IronBridge remains committed to building the nation’s leading ensemble advisory firm which is one defined by principled stewardship, deep specialization, and relentless focus on the well-being of colleagues, clients, and communities.
About IronBridge Wealth Counsel
IronBridge is a national, independent financial advisory firm built on the ensemble model. With a presence in 14 states, IronBridge combines deep planning expertise with a collaborative, partnership-driven business structure. The firm supports both clients and advisors with the scale, technology, and infrastructure of a modern advisory platform with the mission to building a multigenerational impact on our colleagues, clients, and communities.
Visit www.IronBridgeWC.com to learn more.
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