A complete list of active advisors currently associated with Ashcraft Wealth Advisors LLC

Warmer can help you find a great advisor at Ashcraft Wealth Advisors LLC or one who fits your needs even better.

Ashcraft Wealth Advisors is a registered, independent investment adviser that delivers discretionary portfolio management and ongoing investment advice to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm also provides financial planning and targeted advisory services such as cash-flow and retirement needs analysis, tax‑efficient distribution strategies, employee benefits planning, education planning, and periodic insurance and annuity reviews. The firm describes a customized, bottom-up investment process built around client-specific asset allocation and diversification, using fundamental analysis supplemented with limited technical analysis and external research. Portfolios may include equities, fixed income, ETFs, mutual funds and publicly traded REITs, with an emphasis on long-term positioning, low turnover, and holding bonds to maturity where appropriate. What distinguishes the firm from many peers is its affiliation with a related CPA practice and the principal’s CPA credential, which the brochure notes can support integrated tax and accounting considerations and overlap in client relationships. The firm also identifies itself as fee-only, occasionally transacts in insurance and annuity products, and typically recommends a custodian that provides institutional trading and custody services.

To learn more about the advisors currently working at Ashcraft Wealth Advisors LLC, 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.

Name	Location	Years of experience
Kevin Ashcraft	Auburndale, FL	0
Paul Ashcraft	Auburndale, FL	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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