Ashby Daniels
Ashby Daniels, CFP® Financial Advisor

Ashby joined Shorebridge Wealth Management in March of 2018. He has been a retirement planner for more than a decade and provides comprehensive retirement planning services and portfolio management. He loves helping his clients answer the variety of questions that arise throughout the retirement planning process such as how to create reliable income from their portfolio, when to claim Social Security, how to deal with long-term care, and more.

Ashby writes a blog at www.retirementfieldguide.com, and some of his articles have been featured on CNBC and MarketWatch. He is passionate about increasing retirement literacy and speaks regularly around the Pittsburgh area. He is also a board member of the Pittsburgh Chapter of the Financial Planning Association.

Ashby holds a bachelor’s degree in accounting and information systems from Virginia Tech. He is a Certified Financial Planner professional and serves clients locally and across the country.

Ashby and his wife, Beth, have two sons, Emory and Turner. He is an avid golfer and loves helping coach his son’s baseball team.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.