A complete list of active advisors currently associated with Ash Matson Wealth Partners, Inc.

Warmer can help you find a great advisor at Ash Matson Wealth Partners, Inc. or one who fits your needs even better.

Ash Matson Wealth Partners offers advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and may provide a complimentary initial consultation. Rather than directly managing client accounts, the firm typically recommends and facilitates engagements with third‑party advisers (TPAs) to implement investment strategies. The firm uses an individualized asset‑allocation process that weighs a client’s goals, risk tolerance and financial situation when recommending TPAs, considering factors such as performance, methods of analysis and fees. Ash Matson monitors TPA performance periodically but does not exercise investment discretion, does not custody client assets, and leaves execution and custody arrangements to the client and the selected TPA. Distinctive for a team firm, Ash Matson does not provide direct portfolio management or vote client proxies; instead it shares in advisory fees paid to TPAs and acts as a solicitor for an affiliated adviser (Matson Money), arrangements the brochure discloses as potential conflicts of interest. The firm also discloses that some representatives are licensed insurance agents who may earn commissions, and, following a recent ownership change to Ash Stevens Holdings, it monitors roughly $166 million in client assets held with third‑party advisers despite its six‑advisor team.

To learn more about the advisors currently working at Ash Matson Wealth Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Ash Matson Wealth Partners, Inc.'s office locations.