Ashley Gragtmans (BFA™, CFP®, Chartered SRI Counselor™)

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

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Ashley is a Certified Financial PlannerTM practitioner and a Behavioral Financial AdvisorTM. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. She is also a mentor through the CFP Board Mentor Program. The program is designed for those with experience in the field to volunteer to provide advice and support to aspiring CFP® professionals. Ashley is a member of the Financial Planner Association. Some of her specialties include behavioral financial advice, socially responsible investing, comprehensive financial planning, cash flow and retirement planning, education and college planning, investment management and asset allocation selection.

Additional Information

Ashley serves on local non-profit boards, inlcuding the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. She holds a bachelor of arts in both accounting and economics, and a minor in management from University of North Carolina at Asheville. Ashley’s passion is to help clients align their money with their goals and values. In her free time she enjoys being outside, hiking, mountain and road biking, gardening and spending time with her family.