Eleanor founded Ashgrove on the belief that good advice is measured in outcomes clients keep, not products sold, and she still leads every planning philosophy review.
Eleanor AshworthFounding Advisor, CFP
About Us
About Company
About Us
Your Partner in Building Lasting Wealth
We specialise in helping households pursue long-term goals through disciplined, transparent planning. With decades of combined experience, our advisors are here to help you navigate complex decisions with a steady hand.
Experienced Advisors
A team that brings depth and a fresh perspective to every plan we build.
Fiduciary Commitment
We are committed to acting in your best interest, in writing, on every engagement.
Why Choose Us
Achieving Confidence Through Collaboration
Our mission is to help households like yours pursue lasting financial security. We do that through a collaborative process built around your unique needs, timeline and goals.
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1,200+Households Guided
Meridian TrustCedar & ValeBrightoakNorthfieldKestrelLumen Capital
Working with Ashgrove reshaped how our family thinks about money. The advice was clear, the reviews were honest, and we finally feel in control of the plan.
Michael RamirezClient since 2019
$1.4BAssets Advised
30+Years Combined
FAQ Question
Answers to Questions We Hear Often
Most relationships open with a discovery meeting and a written plan, then continue as a regular cadence of reviews. You are never locked in, and the plan is yours whether you stay or not.
We are a fee-based fiduciary firm. You always know what you pay and why, and no advisor here earns product commissions that could color their advice.
We work with households at many stages, from first serious savers to those already in retirement. What matters most is that you want a clear, honest plan and a partner to keep it on track.
Team Member
The People Behind Ashgrove
David sets the firm's investment discipline, translating academic research on diversification and cost into portfolios real households can hold with confidence through any cycle.
David OkaforChief Investment Officer