Ashton Lawrence, CFP®, ChFC®, AIF®
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 as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, 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 a plan to help them achieve their objectives. He also was responsible for creating and managing investment portfolios and advised clients on tax and estate planning as well as insurance. Earlier in his career, he was a financial services professional at New York Life, where he designed and implemented personalized investment solutions for clients.
Ashton has a bachelor’s degree in marketing from Coastal Carolina University.
In 2023, Ashton was named to InvestmentNews 40 Under 40 list.
Away from the office, Ashton can most likely be found on the basketball court or golf course, spending time with friends and family or reading a novel.
2023 InvestmentNews 40 under 40: This award is based upon nominations received in March 2023, and the award was announced on June 5, 2023. Each year InvestmentNews recognizes 40 industry professionals under the age of 40 based on factors including accomplishments, contributions, leadership, and promise/commitment within and to the financial advice field. The nominees were all under the age of 40 when the honorees were announced. Over 1,000 nominations were read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. The ranking is not indicative of future performance, and there is no guarantee of future success. There is no fee paid in exchange for this award; however, winners are required to pay a licensing fee to use the award logo. For more details, visit https://www.investmentnews.com/awards-and-recognition.