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
Making Sense of Bitcoin
Recently, I've gotten a number of questions regarding cryptocurrency and NFTs, so today's post is part one of a three-part Learn more
Don’t Confuse Probability with Certainty
We seek certainty in all facets of our lives. But financial planning and life don't have "laws" like physics. Financial Learn more
Trading One Risk for Another
Seth Godin writes a daily blog and he recently wrote the following. (Apologies for basically quoting his entire post.) "An Learn more