Partners & Associates
Ashworth Sullivan’s averages 20 years of experience per advisor. Forty percent of Financial Advisors including the Senior Partners possess the distinguished CERTIFIED FINANCIAL PLANNERTM designation. Other Partners of the firm hold various professional designations such as the CPA, MBA, and the ACCREDITED INVESTMENT FIDUCIARYTM designation. Ashworth Sullivan utilizes state-of-the-art financial planning, portfolio analysis & performance reporting technology to server our clients. This technology enables us to help you and your family or business organize, implement & monitor your assets and your progress toward your financial goals.
Please see our Video Page to learn about how we can help you organize and track your financial life.