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Ashford Advisors

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Financial Planning

About Us

We provide our clients with an assortment of financial services, benefits, protection plans and tax-reducing strategies that help them reach their financial goals more effectively. We help clients implement financial strategies to protect income, increase wealth with less risk, better protect assets, all without additional out-of-pocket cash flow.  We assist business owners with key person coverage, buy-sell agreements, succession planning, business overhead expense, Employee Stock Ownership Plans (ESOPs), and a lot more. We offer a variety of products that help clients meet any number of insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Rep/Contact Info

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Raphael Davy
Financial Advisor