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Ashley Folkes CFP®, CPWA®, CRPC®, RICP®, CEPA

Ashley Folkes CFP®, CPWA®, CRPC®, RICP®, CEPA

Founder - Managing Director-Financial Advisor

“Wealth means different things to different people. It isn’t just about money and success. It’s about feeling rich in all aspects of your life. We work with clients from a panoramic viewpoint to understand how to provide intentional and impactful significance to their lives.”
With over two decades of experience leading wealth management teams, providing financial planning and estate planning services, consulting businesses, and managing investment portfolios, Ashley founded Inspired Wealth Solutions to offer a fresh and focused approach to business and personal financial management. This innovative venture offers a unique approach to managing both personal and business finances. It combines professional financial planning and investment services with the ability to manage a client's business as an asset. Drawing on his experiences with different firms, Ashley has gained valuable insights that he is now using to provide bespoke services that can inspire your business to thrive and your personal life to be truly fulfilling.
As the Managing Partner for Inspired Wealth Solutions, Ashley and his team take a panoramic approach to planning with a focus and passion for building deep and caring relationships with clients to help them define what wealth means to them, organizing their financial lives, overcoming life obstacles, taking care of their families, and reaching their goals. They work with clients with busy lives and complex financial situations, such as business owners/entrepreneurs, C‐level executives, high‐income earners, and people in difficult transition periods. They work with these clients, providing comprehensive wealth management services, including but not limited to financial planning, asset management, retirement planning, estate and philanthropic planning, and business advisory services such as value acceleration, succession, and exit planning.

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.

He holds the CFP®, CPWA®, RICP®, CRPC®, and CEPA. Folkes’ frequent contributions to the financial industry are available in numerous publications such as CNBC, Barron’s, Forbes, Morningstar, Bloomberg, MarketWatch, Investment News, Wall Street Journal, and Reuters.

Ashley lives in Hoover with his wife, Meng (AKA Lulu), and 4-year-old son, Callen. While outside of work and enjoying family time, Ashley’s competitive nature comes out while competing in endurance races such as cycling nationwide.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.