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Ashley Rittershaus (CFP®)

Ashley Rittershaus focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Hi, I'm Ashley!

I am a fee-only, advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money in the process.

I believe the concept of traditional retirement is outdated and that it is possible to live your best life now, while also taking care of your future self. Money is a tool to live the life you want. Whether you're interested in retiring early, making work optional, taking a sabbatical, working less, changing careers, starting a business, or anything else, let's develop a plan to make it happen!

I offer flat-fee 6-month comprehensive financial planning engagements, during which we review all aspects of your financial life and develop a plan to get you where you want to go. By the end of the 6 months, the goal is that you will have the planning recommendations implemented and will also have the skills, knowledge, and systems in place to feel confident managing your finances on an ongoing basis.

Advice-only is a great choice if you prefer to manage your own assets, rather than delegating asset management to an advisor. I provide investment advice as part of my overall comprehensive financial planning services, without managing your assets or charging AUM (assets under management) fees.

I'm based right outside of Boston (in Revere, MA), but provide 100% virtual services, which allows me to work with clients anywhere in the United States.

Visit https://curiouscrowfinancial.com to learn more!

NAPFA Start Date

September 25, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in 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.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in 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.

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This Office

PO Box 494 Revere, MA 02151 Phone: +1 (774) 994-1095
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