Ashton & Associates assists pre-retirees and retirees alike in preparing and executing their vision of a successful retirement. Our clients are confident, educated, and excited for the best next chapter of their lives. Confidence in retirement comes with financial awareness. We continue educating our clients throughout their retirement because life happens, and we believe that knowledge is power. Our clients are excited because understanding their finances means that they can focus on the truly important things in retirement, and it’s not money!
The founder of Ashton & Associates, Abe Ashton is a seasoned and skilled professional with more than 20 years of experience helping thousands of individuals and families in Utah, Nevada, and across the country secure their retirements.
With a background in retirement strategizing, Abe now focuses on working with seniors and retirees, connecting clients with the right financial tools so they can enjoy their golden years. In 1998, he first founded One for the Money Financial, where he helped find strategies to safeguard his clients from volatile financial vehicles while also helping them grow their retirement income.
“I have the best job in the world! Each day I get to sit down with incredible people who
have lived such unique lives. I benefit from learning from individuals who have had
vastly different life experiences than my own. I hear about their military service,
marriage(s), travel, professional lives and families (especially their grandchildren). I
learn about the first chapters of their lives to help them plan the remaining chapters and
I love reading the entire book. Ultimately, I am grateful for the trust my clients place in us
and for allowing us the privilege of serving them as they enjoy their own unique version
of a happy retirement."
The most important thing to him, though, is his wife, Kimberly, and their six children.They love to be together and you can often find them traveling.
A graduate of Brigham Young University with a Bachelors of Arts, Kim has been integral in creating the systems and procedures that Ashton & Associates clients have come to count on. She oversees back-office functions and works closely with Mandy to make sure our clients’ needs are taken care of. She enjoys working with her husband, Abe, and her greatest accomplishment is their beautiful family of six children.
Mandy has worked closely with the firm for over 15 years and serves as the Vice President of Client Relations. She is ecstatic to wake up every day and be excited to go to work. Her favorite part of this job is the relationships she makes with Ashton & Associates’ amazingly loyal clients.
Mandy believes in the firm and is grateful to be a part of it. She is the mother of two amazing daughters whom she considers more than her kids, but her best friends. When not at work, Mandy is with her daughters, enjoying the sun anywhere they can get it and going on quick weekend trips to Disneyland.
Izabell joined Ashton & Associates in 2022 and currently works as the Marketing Manager and Pending Team Lead. She received a Bachelor of Arts from Southern Utah University where she gathered four years of experience in marketing and event planning. Izabell spends her free time traveling, playing volleyball, and reading books.
Darby joined Ashton & Associates in 2022 and currently works as a New Business Coordinator. He is a licensed insurance agent and is currently expanding his skills with us here at Ashton & Associates. In his free time, Darby likes to spend time doing anything outdoors, cooking, and studying foreign films.
Ethan joined Ashton & Associates in 2022 and currently works as a licensed agent and plan specialist. He is currently a student at Brigham Young University and working to graduate with a Bachelors Degree in Finance. In his free time, Ethan enjoys football, basketball, baseball, working out, and spending time with his wife.
Bree Joined Ashton & Associates in 2021 and works as the client services associate. She attended Dixie State University where she received a degree in Human Development which has helped her in human relationships and interactions. Bree loves living in Southern Utah and enjoys going on walks, trying new restaurants, and spending time with family.
Brandon joined Ashton & Associates in 2022 and works as a client services associate. He is enjoying learning more as he works here and loves to be able to help out however he can. Brandon likes to read books and play music in his free time.
Alisa joined Ashton & Associates in 2022 and currently works as the receptionist. She is currently attending school studying Finance and is looking to gain more experience and knowledge working here. In her free time you can find Alisa playing pickleball, going on a hikes, or participating in outdoor activities.
Noah is pursing his degree at Utah Tech University and in his spare time loves traveling, photography, discovering new music, and being by the ocean.
Larry Kiser, CFP®, obtained his bachelor’s degree from Brigham Young University. He is a Certified Financial Planner™ (CFP®) and holds his Series 65 license as well as his life and health licenses. These licensures allow Larry to offer a variety of products and services while developing individualized, comprehensive investment plans for his clients.
With nearly three decades in the finance industry, Larry specializes in coordinating all his clients’ assets to help prepare them for a long, successful retirement. He has a deep understanding of the impact that taxes can have on one’s resources in retirement and looks for ways in which to mitigate and reduce them. Larry’s knowledge and experience help him to be an effective educator and communicator to his clients.
In his spare time, Larry enjoys mountain biking, golfing, and spending time with his wife, five children, and their families.
Eric has been working with our team since 2011. He started in the financial industry in 2009 with Wells Fargo, has helped many clients create smart money solutions, and enjoys helping seniors plan for a sound retirement. His focus is assets under management. In his spare time, Eric enjoys volleyball, basketball, and spending time with his wife and two children.
Reach out to Eric directly at eric@ashtonwealth.com
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We are pleased to announce our support of the Southwest Symphony here in Southern Utah. They perform multiple concerts every year and have a very impressive lineup for this concert season! Please visit them at https://www.swsutah.org/
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