About My Practice
Adams Ashby Financial Advisors was founded by Jeff Adams and Peter Ashby They have a combined 25 years of investment experience with two major Wall Street firms where they built a reputation for solid advice and customer service. Frustrated with proprietary products, unnecessary account fees and other perceived conflicts of interest, they decided to launch their own independent firm in 2009. They have chosen Charles Schwab & Co., Inc. as the primary custodian and are able to use whomever best serves their clients’ needs.
Peter Ashby,CFP® has been a practicing Financial Advisor since 2007. Starting his business in the midst of a global
recession and banking crisis, Peter learned from the beginning, the
dangers of unbalanced investments and excessive risk taking in
portfolios. His mission is to educate his clients about their financial
lives and work with them to achieve their goals. Always striving to be
at the forefront of his profession, he has received his Certificate in
Financial Planning from Boston University and has received his CFP®
(Certified Financial Planner™) designation. He specializes in retirement
income, retirement accumulation, debt management and small business
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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