Financial Planning &
Investment Management

Helping you create a sound financial plan

Create a plan for the future

One of the greatest strengths we have in developing your financial plan is our independence. Because we are independent, we can recommend a sound financial strategy utilizing a great variety of financial tools and instruments, not just those recommended by the “house.”

A comprehensive financial plan may include ETFs, mutual funds, equities, stocks, bonds, and cash from a variety of asset classes and investment sectors, including domestic and international portfolios.

Manage risk

While risk cannot be eliminated entirely, we can help you minimize it. We believe that mitigation on downside losses is paramount in long-term investment performance. Our wealth management strategies use allocation formulas that help take the guesswork and emotion out of investment decisions. The Ashton & Associates investment and asset management process is transparent, and, being fee-based, we focus on your best interests.

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