How Are We Different?

As an industry, there is a lot of selling going on. We sell something different, which are our core values, plus our ability to put our clients at the center of our universe. Those married with our professionalism, education, and experience distinguish us from other wealth management firms.

Designations

The letters behind Ashley's name are more than professional designations; they represent years of hard work and a commitment to his clients because he believes they deserve an advisor who stays ahead of the curve as the economy changes.

CFP^®

CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to focus on their clients' interests.

CPWA^®

Certified Private Wealth Advisor® is an advanced professional certification for advisors who serve high-net-worth clients. Ability to identify and analyze the unique challenges high-net-worth individuals face and develop specific strategies that aim to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

RICP^®

Retirement Income Certified Professional is a financial professional who focuses on retirement income planning and helps retirees and near-retirees use the assets they have accumulated for retirement sustainably.

CRPC^®

Chartered Retirement Planning Counselor is an experienced advisor focused on retirement planning for individuals and aids in creating a "road map to retirement." There is a focus on clients' pre- and post-retirement needs and asset management and estate planning issues.

CEPA

Certified Exit Planning Advisor is an advisor who is specially trained to help business owners create an exit and succession plan with cross-functional consulting in value acceleration to help ensure owners can accomplish all of his/her personal and financial goals in the process.

Affiliations

CFP Board, Financial Planning Association of North Alabama, Investment and Wealth Institute, Estate Planning Counsel of Birmingham.

Our Core Qualities

Quality means “the degree of excellence of something” So, we hold ourselves accountable to these 5 cores qualities.

The quality of change we inspire.
The quality of successful outcomes that we strive to produce.
The quality of the service we give.
The quality of the client “experience” we create.
The quality of our solutions we provide.

Entities referenced are not affiliates of the companies of Cetera Advisors unless otherwise noted.