No hidden fees. No hidden agendas.
We founded our firm because we felt that many investors were being underserved by the typical model of an investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones.
As an independent firm, we are committed to providing transparent recommendations that do not push our own agenda at the expense of yours. Our priority is to get to know each and every client: their needs, wants and the legacy they hope to leave behind.
Here at Ashwood Advisors, LLC, we hope to cultivate a relationship with our clients and make sure they feel like they’re more than just a number, but rather an extension of our small family.