Ashwood Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ashwood Advisors serves individual and high‑net‑worth clients as well as small businesses, providing financial planning, ongoing wealth management, and more limited consulting engagements. The firm delivers portfolio management on both discretionary and non‑discretionary bases and also advises on non‑securities matters such as insurance and estate considerations.
The firm’s investment process combines economic and fundamental analysis with quantitative screening, including use of the fi360 Fiduciary Score™ to evaluate mutual funds and ETFs; portfolios are built around strategic asset allocation and rebalanced when allocations materially deviate. Investments that fall below defined due‑diligence thresholds are placed on a watch list or recommended for sale, with tax consequences and individual client objectives considered before action.
An uncommon feature for a firm of this type is that its advisors are also registered representatives and licensed insurance agents who may effect transactions that generate commissions and participate in revenue‑sharing arrangements with their independent broker‑dealer, a disclosed potential conflict of interest. The firm also leverages its broker‑dealer relationship for custodial, technology, and research support while maintaining written fiduciary disclosures and controls.
Client services
Expertise
Fee options
Fixed fees for financial planning/consulting; specifics not clearly stated
$0 - $49,999: 1.8125% $50,000 - $499,999: 1.0625% $500,000 - $999,999: 0.8125% $1,000,000 - $3,000,000: 0.5625% $3,000,001+: Negotiated
Up to $500 per hour
Account minimum: $250,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees available but specifics not stated
Main office
5 North Meadows Road
Medfield MA 02052
Advisors at this office
2
Most active in
Massachusetts · New Hampshire · Rhode Island · South Carolina
Also doing business as
Ashwood Adviors, LLC · Ashwood Advisors · Ashwood Advisors, LLC · Geremia, Stephen, Andrea
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew G
CFP®, Series 66
Medfield, MA
Ashwood Advisors
Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.
Stephen G
Series 63, Series 65
Medfield, MA
Ashwood Advisors
Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.
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