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
Real Return Is All That Matters
Many pundits and market experts (if there is such a thing) have been forecasting below average market returns for a Learn more
Income Report: All the Numbers Behind My Books – Update #1
There is an idea I've become a big fan of and that is the idea of "learning in public." In Learn more
Rationality in Investing
Let's face the facts. Nobody likes to be called emotional. Nobody likes to be told they are acting irrationally. As Learn more