A complete list of active advisors currently associated with Ashwood Advisors
Warmer can help you find a great advisor at Ashwood Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ashwood Advisors, 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 |
|---|---|---|
Medfield, MA
| 8
| |
Medfield, MA
| 35
|
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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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