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 founded Gunder Wealth Management, LLC (GWM), an independent registered investment advisor, in 2019. Ashlee’s drive to consistently challenge herself professionally and desire to be part of the advice-driven, technology-focused movement within the financial planning space led her to start her own firm.

Prior to GWM, Ashlee was the Chief Operations Officer and Head of the Investment Committee at McFawn Financial Services, an advisory firm affiliated with Raymond James Financial Services, for two and a half years.

For the six years prior to joining McFawn, Ashlee was a Relationship Manager at Northern Trust Hedge Fund Services (NTHFS) in Chicago. Most notably, Ashlee was the Relationship Manager on a $4B high-frequency, Commodity Trading Advisor. Ashlee also had three years of experience at NTHFS in the Financial Control group as the Team Lead on a $9B hybrid fund structure.

Prior to joining NTHFS (formerly Omnium LLC, subsidiary of Citadel LLC), Ashlee was at KPMG in Chicago for six years where she ended her career there as an Audit Manager, with a primary focus on the Financial Services industry.

Ashlee majored in Finance and Accounting at Miami University in Oxford, OH, and also earned her Masters in Accountancy from Miami.  She is a Chartered Financial Analyst (CFA®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Public Accountant (CPA). She also holds her Series 7, 63, and 65 licenses. Locally, Ashlee is a board member of the CFA Society of Detroit and member of the Finance Committee of IMPACT100 of Oakland County. Ashlee and her husband Joe currently have three kids, Bennett, Graham, and Riggs.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Ashlee deSteiger is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Ashlee deSteiger is a Member of the XY Planning Network

    The 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.

  • Certified Financial Planner (CFP)
    Ashlee deSteiger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CFA - Chartered Financial Analyst
    Ashlee deSteiger is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • CPA - Certified Public Accountant
    Ashlee deSteiger is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Ashlee deSteiger

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Office Locations:

  • Birmingham, MI 48009

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