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Welcome to Ashwood Advisors, LLC
Ashwood Advisors, LLC is a registered investment advisory firm that provides comprehensive fee-based wealth management services to affluent individuals, retirement plans, non-profit organizations, estates, trusts and foundations. We utilize a team approach in analyzing and planning our clients’ investment strategies, and financial planning needs. Recommendations are based solely on your specific needs, circumstances and goals.
The principals are Certified Financial Planner licensees and Certified Public Accountants with over fifty years of combined planning and advisory experience. Our principals are active members of the Financial Planning Association, the American Institute of Certified Public Accountants, the Southeastern Hedge Fund Association, and several civic organizations.
Our Mission
As trusted advisors, we provide independent and conflict free solutions for our clients wealth management needs. We desire to help our clients successfully develop and implement intelligent strategies to manage their wealth tax efficiently.
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