Ashley Folkes

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About Ashley Folkes

Navigating the complexities of wealth requires a trusted partner who understands your unique needs and aspirations. Ashley brings over 25 years of experience to building lasting financial legacies for successful individuals and their families. Whether you're a business owner planning for succession, a high-income professional building your future, a pre- or post-retiree seeking financial security, or a high-net-worth individual focused on preserving and growing your wealth, Ashley provides comprehensive, personalized guidance. He specializes in holistic wealth management, encompassing financial, retirement, tax, and estate planning, ensuring every aspect of your financial life is strategically aligned. Ashley believes in building strong relationships, simplifying complex financial matters, and empowering you to achieve your goals with confidence. Ashley holds the prestigious designations of Certified Financial Planner® (CFP®), Certified Private Wealth Advisor® (CPWA®), Retirement Income Certified Professional® (RICP®), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor® (CRPC®), and Accredited Estate Planner Designation® (AEP®)."

See Disclosures

General Information

No. of Employees

100-499

CRD#

3238082

Firm CRD#

302050

Name of Custodial Firm

Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity.

States Licensed in

Years of Experience in Financial Services

Work Experience

Ashley's career is defined by a consistent commitment to providing clients peace of mind and financial well-being. He has navigated the complexities of wealth management through diverse roles, as a Senior Portfolio Manager at a prominent private bank, where he cultivated expertise in portfolio creation and ongoing management. He has held leadership positions as Director of Wealth Management, Financial Planning, and Growth, where he demonstrated his ability to lead teams, drive strategic initiatives, and increase the organizations value brought to their clients. However, Ashley's dedication to client relationships has remained paramount. He believes in a personalized, collaborative approach, working closely with individuals and families to understand their unique goals and challenges. Whether crafting intricate financial plans, developing tailored investment strategies, or providing expert guidance on estate and tax planning, Ashley prioritizes building trust and fostering long-term partnerships. His experience extends to serving a diverse clientele, including business owners, high-income professionals, and pre- and post-retirees, each with distinct financial needs. Ashley's overarching goal is to simplify complex financial matters, enabling his clients to confidently pursue their aspirations and build secure financial futures. He understands that wealth management is fundamentally about impacting lives, not just managing assets.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AEP^®, CRPC^®, RICP^®, CPWA^®, CEPA^®

Securities Licenses

Series 66, Series 63, Series 53, Series 31, Series 24, Series 51, Series 7

Insurance and Annuity Licenses

Health, Life, Disability

Firm Information

Assets Managed by Firm

$6 Billion

Advisor's Number of Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$350,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee, Hourly

Additional Details on Charges

Fee Structure Customized to Client

Education

BA - Business

Troy University
07/01/1994 -07/1/1998

Disclosures

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892877/paladinregistry-Farther-detailed-disclosure.html

Paladin Advisors

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