Ashby Daniels, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor in Pittsburgh, PA. In March 2018, I joined Shorebridge Wealth Management after almost a decade at a different firm.
Over that time, I found that the families I most enjoy working with are those at or nearing retirement because there are so many areas that I can contribute to their success. I started this blog as a way to help people in that stage of life find answers to the many questions they face as they move on to the next chapter in their life.
Through my process, I assist families with every aspect of retirement planning such as creating a sustainable income in retirement, navigating healthcare, taxes, Social Security, investment management, legacy planning and more. Basically, if it’s an issue that needs addressing at any point during a successful retirement, I help my clients plan for it. I serve clients locally and across the country.
My wife, Beth, and I have two boys, Emory (7) and Turner(3). Being a father is the greatest honor of my life and is the reason I do what I do every day.
For fun, I play golf in the summer and paddle tennis in the winter. As a family, we love to travel, hike, be outside and do other fun activities around Pittsburgh.
The Retirement Field Guide Blog
Vitamin C for Market Weary Souls
Optimization vs. Optionality
There is this pervasive idea in the financial advisor industry that everyone should be "optimizing" their financial strategies. This buzzword Learn more
The Language of Investing
Over the past three years or so, I have written about 200,000 words or so on the topic of investing. Learn more
How Can We Gauge Our Own Success?
In the movie "Soul", they tell a story about a fish. A fish swims up to an older fish and Learn more