Ashby W. Price
Principal & Founder Cfa Charterholder, Aif, Crps, Cpfa @Ashwood Financial Partners
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WORK HISTORY
Principal & Founder Cfa Charterholder, Aif, Crps, Cpfa @Ashwood Financial Partners
Richmond, VA, US
I founded Ashwood Financial Partners to give families, business owners, nonprofits, and retirement plan sponsors a single fiduciary team that coordinates their entire financial life.As a CFA Charterholder and AIF®, I lead our firm that provides institutional technology with boutique-level personal attention - the kind where I\'m calling your CPA to flag a tax-smart opportunity before year-end, not waiting for you to ask.What we do for families and individuals:Custom portfolio management with Tax-Aware Planning at the coreRetirement income strategies and distribution planningCoordinated wealth management across investments, insurance, and estate planningWhat we do for businesses, nonprofits, and plan sponsors:3(21) and 3(38) fiduciary services for retirement plansPlan design, vendor benchmarking, and fiduciary governance through our RPAG affiliationPre-M&A retirement plan due diligenceEmployee financial wellness educationFoundation and endowment portfolio management→ Discover your Risk Number: ashwoodfinancialpartners.com/risk-number
EDUCATION
Hampden-Sydney College
Bachelor of Science, Economics with a concentration in Mathematics
Virginia Commonwealth University - School of Business
N/A
St. Christopher's School
Diploma
SKILLS
ABOUT ASHBY W. PRICE
I became a financial advisor because I watched families make avoidable mistakes with their money - not from carelessness, but because no one was coordinating the full picture. That\'s the problem I built Ashwood Financial Partners to solve.We\'re a fiduciary firm in Richmond, Virginia, built during the pandemic and growing every year since. As a CFA Charterholder, Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist (CRPS®), I hold myself to the highest professional and legal standards in every recommendation.Credentials I\'m proud of:Past President, CFA Society VirginiaPast President, Central Virginia Employee Benefits Council2025 CommunityVotes Richmond Platinum A+ Rated2020 Richmond Times-Dispatch Top 5 Best Local Financial Planner, First Runner-UpSome of the ways I work with clients:Building Tax-Aware wealth strategies that coordinate investments, retirement income, risk management, and estate planning into one cohesive plan - no silos, no blind spotsServing as 3(21) or 3(38) fiduciary for retirement plan sponsors across 401(k), 403(b), 457, SEP, SIMPLE IRA, deferred compensation, and cash balance plansManaging foundation and endowment portfolios with Investment Policy Statements aligned to your organization\'s missionDelivering financial wellness education to plan participants so your employees make informed retirement decisionsOutside the office, I volunteer and serve on nonprofit boards across Richmond. I\'m also a live music enthusiast who believes the best advisor-client relationships start the same way as the best friendships - by showing up consistently.→ Ready to see if we\'re the right fit? Start with your Risk Number - it takes under 5 minutes: ashwoodfinancialpartners.com/risk-number→ Or skip straight to a conversation: ashwoodfinancialpartners.com and click \"Let\'s Talk\"80••••••27 | a••••@ashwoodfp.comSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Ashwood Financial Partners, LLC. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, contact Kestra Compliance at 84••••••72. https://brokercheck.finra.org | Investor Disclosures:
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