About Ashby

About Ashby

I am a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Planner based in Pittsburgh, PA.  I recently 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.

If you’re interested in learning more about my philosophies or what you could expect throughout the process, check out the posts below.

My Process – What You Can Expect

My Financial Planning Principles

My Investing Principles


If you’re local to Pittsburgh and involved with a group that would be interested in a speaker regarding retirement topics, I’d love to chat.  Reach out via one of the channels below.


Email: daniels@shorebridgewm.com
Phone: 412-742-4861


My wife, Beth, and I have two boys, Emory (5) and Turner(2).  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.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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