Ashford Wealth Partners provides fee-only financial planning and investment management for professionals and business owners approaching retirement — no commissions, no proprietary funds, no conflicts of interest.
Four areas most clients need, coordinated as one plan rather than four separate conversations.
Income modeling, Social Security timing, and withdrawal strategy built around when you actually want to stop working.
Asset location and tax-loss harvesting integrated into every portfolio decision, not bolted on at year-end.
We work directly with your attorney and CPA so your plan, your trust, and your taxes actually agree with each other.
Exit planning, retirement plan design, and cash flow modeling for owners whose business is their biggest asset.
A full picture of your finances, goals, and risk tolerance before we propose anything.
A written financial plan you can read and question — not a black-box recommendation.
Quarterly reviews and rebalancing, with a standing invitation to call anytime something changes.
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Marcus spent twelve years at a wirehouse before founding Ashford on a fee-only model — no commissions, no proprietary products, and a legal fiduciary duty to every client. He specializes in retirement income planning for professionals and business owners within a decade of stepping back from work.
A 30-minute introductory call, no cost and no obligation — you'll leave with a clearer sense of where you stand either way.
Schedule a ConsultationOr call (714) 555-0163 · hello@ashfordwealth.example