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David Asher, CPA, PFS

Our Philosophy

Our philosophy is simple. We believe your best interests come first   Letting someone become involved with your personal and business finances is a matter of real trust.  You can be assured that we will work for you in the same manner we would work for ourselves.  Every step we take is meant to help you reach your goals.  Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy. Remember we want you to be better off for being our client.

We believe each client is unique, with a unique set of circumstances and requirements.  As we develop your plan, we look at your needs and goals and figure out an appropriate way to help you achieve them. 

When we say "clients come first", we mean it. Every member of our staff is client centered.  Whether it is finding out information you need or simply returning phone calls promptly, we treat you the way we want to be treated, with respect.  



 
 
 

CPA License Number: 613

Securities and Investment Advisory Services offered through Kestra Advisor Services, (Kestra AS), member FINRA/SIPC. Asher Financial Services is a member of Fusion Advisor Network, a platform of Kestra AS.  Asher Financial Services and Kestra AS are not affiliated. Kestra AS does not offer tax or legal advice and is not a Certified Public Accounting Firm.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra AS Compliance Department at 512-697-6000.

 


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