Ashlee deSteiger
CFA®, CFP®, CPA
Gunder Wealth Management
Founder & Financial Advisor
Ashlee deSteiger
CFA®, CFP®, CPA
Gunder Wealth Management
Founder & Financial Advisor
I want to partner with you to give you confidence in the decisions you make and free up your time enabling you to live your ideal life. - Ashlee deSteiger, CFA®, CFP®, CPA
Fee-Only financial planner based in metro Detroit serving clients locally and across the country
Ashlee deSteiger is a Detroit, MI fee-only financial planner. Gunder Wealth Management provides comprehensive financial planning and investment management to help busy individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ashlee deSteiger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ashlee deSteiger CFA®, CFP®, CPA is one-half of the husband/wife duo at GWM. So how did we come up with the firm’s name? “Gunder” is the name of the ski run in Beaver Creek, CO, where we got engaged back in 2006. Although I didn’t know how to ski before we met, it’s an annual family excursion now!
More about Ashlee deSteiger CFA®, CFP®, CPA:
When I was five years old, I started going to work with my dad at one of his seven diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. Unfortunately, he usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute!
Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke and my mom & dad’s entrepreneurial spirit shaped who I am today. Whether graduating college as a double major with honors in 3 years or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.
Ashlee deSteiger is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Gunder Wealth Management (GWM) is a fee-only financial planning firm based in metro Detroit dedicated to creating better financial lives for busy individuals and families. GWM leverages technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location.
What does Gunder do?
Take stress and confusion out of your finances to navigate financial events you plan for and prepare for those you pray never happen.
Who does Gunder serve?
Successful and ambitious individuals and families who are ready to take action and create a financial plan.
What’s the result?
Confidence in the choices you make allowing you to overcome obstacles and achieve meaningful experiences.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Ashlee deSteiger is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Ashlee deSteiger is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Ashlee deSteiger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Ashlee deSteiger is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
-
Ashlee deSteiger is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Ashlee deSteiger
Office Locations:
-
Birmingham, MI 48009
