Zachary Ashburn (AFC, CFP®, EA)
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Zachary Ashburn focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
Planning Specialties
I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.NAPFA Start Date
October 20, 2021
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.