Advisory

Years ago I was a Registered Representative for a big firm in the financial industry. I enjoyed working with clients, but I didn't care for the conflict of interest when an advisor doubles as a salesman. We also couldn't work with clients on their accounts that weren't held at our company. That left a lot of financial items out of scope and added ongoing expectations to move accounts or replace policies. 

I chose to go in a different direction with Ashland Advisors. We are a non-custodian fee-only fiduciary practice. That means no product sales, no account custody changes, and no gaps in client plans. Leave all your accounts where they're at, I'm just here to help develop a plan around it all. Plans are client-specific and tailored to your individual needs and circumstances. I charge a simple hourly rate to develop financial plans with no ongoing management or asset based fees.

It's a different business model, but I think it's a better one for clients. Contact me anytime for an initial conversation.