CFP®, EA, AFC®
Reach Strategic Wealth
CFP®, EA, AFC®
Reach Strategic Wealth
As a credentialed financial planner and tax expert I specialize in managing the complexities of finance. As a financial counselor I'm passionate about getting you excited about how you use your resources. - Zachary Ashburn, CFP®, EA, AFC®
Fee-Only financial planner located in Winston Salem, NC, serving clients locally and across the country
Zachary Ashburn is a Winston Salem, NC fee-only financial planner. Reach Strategic Wealth provides comprehensive financial planning, tax planning and investment planning services to help business owners and consultants organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Zachary Ashburn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I'm Zach Ashburn, CFP®, EA, AFC® and I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.
Zachary Ashburn 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.
Reach Strategic Wealth LLC (RSW) is a Registered Investment Advisor in the State of North Carolina. Reach Strategic Wealth LLC is dedicated to an innovative approach to investment and strategic tax planning for business owners and consultants.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Zachary Ashburn 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.
Zachary Ashburn 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.
Zachary Ashburn 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.
Zachary Ashburn is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Zachary Ashburn is an Accredited Financial Counselor® (AFC®)
AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
Abilities of the AFC:
-Educate clients in sound financial principles.
-Assist clients in the process of overcoming their financial indebtedness.
-Help clients identify and modify ineffective money management behaviors.
-Guide clients in developing successful strategies for achieving their financial goals.
-Support clients as they work through their financial challenges and opportunities.
-Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.
Zachary Ashburn is Named to Investopedia's 100 Top Financial Advisors List
Zachary Ashburn is Quoted in US News and World Report: "10 Better Money Habits to Start Now"
Zachary Ashburn is Quoted on Business Insider: "What is inflation? Why the cost of goods rise over time and what it means for the value of your money"
Zachary Ashburn is Quoted on WTOP News: "What Is a Retirement Annuity?"
Zachary Ashburn is Interviewed on the Bros Before CEOs Podcast: "Gaining Financial Confidence: How To Ask Better Questions Of Your Money"
Contact Zachary Ashburn
910 Magnolia Street
Winston Salem, NC 27103