A complete list of active advisors currently associated with Ashland Advisors PLLC

Warmer can help you find a great advisor at Ashland Advisors PLLC or one who fits your needs even better.

Ashland Advisors PLLC is a state-registered, solo investment adviser operated by its principal. The firm provides non-discretionary investment advisory and financial planning services to individuals and families and, under separate engagement letters, offers accounting and tax-preparation services. The firm applies fundamental analysis and recommends long-term, diversified, income-preferred strategies, developing individualized plans based on each client’s stated goals and risk tolerance. Implementation is client-directed: Ashland does not custody assets or execute trades for clients, and clients select their own custodians and receive statements directly. Distinctive features include the principal’s credentials as a certified public accountant and the firm’s provision of accounting and tax services alongside advisory work—an arrangement uncommon among investment-manager firms. The firm also uses an hourly fee model instead of percentage-of-assets or performance-based compensation and is operated as a solo, non-custodial, non-discretionary practice while the principal maintains a senior role at a large health insurer, which may affect availability and capacity.

To learn more about the advisors currently working at Ashland Advisors PLLC, 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.