Designations and Licenses

Ashton is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant® and an Accredited Investment Fiduciary®  designee.

Experience and Education

Ashton provides clients with comprehensive wealth management services to help them achieve their goals, offering integrated planning and strategies to grow and protect their wealth. His approach is rooted in a deep understanding of each client’s unique financial landscape, with a focus on delivering objective advice, tailored investment solutions, and long-term planning strategies.

Prior to joining Mariner, Ashton was a partner and financial advisor at Goldfinch Wealth Management. In this role, he assessed clients’ financial situations, goals and risk tolerance and developed and implemented customized plans to help them achieve their objectives. He was also responsible for creating and managing investment portfolios and advising clients on tax planning, estate strategies and insurance solutions.

Earlier in his career, Ashton served as a financial services professional at New York Life, where he designed and implemented personalized investment strategies for individuals and families.

Ashton holds a bachelor’s degree in marketing from Coastal Carolina University. In addition to his professional advisory work, Ashton has been featured as a guest on CNBC and quoted in several leading financial publications, including Forbes, Fortune, Bloomberg, and CNBC, where he has shared insights on a variety of topics.

Personal Interests

Away from the office, Ashton can most likely be found on the basketball court or golf course, spending time with friends and family, reading a novel or enjoying a good movie or TV show.

Ashton is deeply committed to giving back to his community and is actively involved in several nonprofit and civic organizations. He serves on the Board of Directors for Fall for Greenville, United Way of Greenville County and the Eastside Family YMCA. He is also a Member of the NextGen Advisory Task Force at The American College of Financial Services.

Ashton’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.