Katherine Ashford, CFP®
Katherine founded the firm in 2004 after two decades leading the private wealth division at a national wirehouse. She brings an institutional discipline to every client engagement — structured discovery, measurable objectives, and a planning framework that evolves alongside each household.
She serves on the board of the regional financial planning association and has been recognized by Barron's Top Advisors list for six consecutive years.
Leadership
Our advisors bring decades of institutional experience to every client engagement. Each team member operates with precision, transparency, and an unwavering commitment to fiduciary duty.
Katherine Ashford, CFP®
Katherine founded the firm in 2004 after two decades at a national wirehouse. She leads the investment committee and oversees all client relationships with a focus on multi-generational wealth transfer.
Daniel Reeves, CFA
Daniel designs and manages the firm's model portfolios. His evidence-based approach to asset allocation draws on institutional research and rigorous quantitative analysis.
Priya Narayanan, JD, CFP®
Priya brings a legal background to comprehensive planning engagements. She coordinates tax strategy, estate planning, and risk management across every client household.
What Our Clients Say
Long-term partnerships built on transparency, discipline, and measurable outcomes.
They brought structure to our financial life that we did not know was possible. Every quarter, we see the evidence of their disciplined approach.
The level of detail in their analysis gave us confidence to make decisions we had been putting off for years. Truly methodical.
Fee-only, fiduciary, and genuinely invested in our success. Their tax optimization alone paid for the engagement many times over.