Michelle Ash (CASL, CFP®, RICP®)

Michelle Ash focuses in the
following client markets or areas of practice:

  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Michelle Ash believes a financial planner’s perspective should be from a holistic approach.  Taking a total wealth management perspective allows clients to factor their goals, values, and priorities into all of the areas of their finances.  Critical to a client's success is the integration of planning to address some of retirees' greatest worries:  health care expenses, weathering the market’s ups and downs while using a portfolio for income, minimizing taxes, to name a few.  

In private practice, Ms. Ash specializes in retirement planning, comprehensive wealth management, and specialized planning issues such as withdrawal planning, pension valuations, and retiree healthcare planning.  When not working with clients, Michelle has conducted educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007.  She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud."

Michelle is a 1995 graduate from the University of Louisville in Kentucky, receiving Magna Cum Laude accolades.  She began her career in financial planning in 1998.  She is also a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners.

In her free time, Michelle enjoys spending time with her husband and their two children.  She also has a passion for health and fitness, and enjoys running, yoga, and healthy cooking.  Currently Michelle also keeps busy pursuing her Master of Science degree in Financial Services.

Additional Information

For an overview of our services, philosophy, custody relationships, investment strategies, and a video demonstration of our wealth management platform, please visit our website at http://www.WealthGuards.com.

NAPFA Start Date

February 19, 2013


This Office

10245 Centurion Pkwy N Ste 106 Jacksonville, FL 32256-0569 Phone: (904) 861-0093