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 works with individuals, high‑net‑worth clients, and small businesses, offering wealth management, financial planning, and limited consulting services. Its client agreements cover discretionary portfolio management, standalone financial plans, and consulting engagements where clients may impose written investment restrictions. The firm combines economic and fundamental analysis with traditional asset‑allocation and constructs portfolios from individual equities, bonds, mutual funds, and ETFs. Ashwood applies fi360 Fiduciary Score™ screening and an IPS‑driven process—rebalancing when allocations move beyond about 5%, placing underperforming funds on a watch list, and recommending sales when investments fall below peer thresholds unless tax considerations suggest otherwise. A notable distinction is that Ashwood’s advisers are also registered representatives and licensed insurance agents affiliated with Commonwealth Financial Network, and they disclose receiving commissions, revenue‑sharing support, and custodian‑provided software and services—arrangements the brochure acknowledges as potential conflicts of interest while stating that securities and insurance sales comprise a minority of advisers’ time. The firm manages about $127 million with a two‑adviser team, charges a mix of AUM, hourly, and fixed planning fees, and reports both discretionary and non‑discretionary assets under management.

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.