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David Asher, CPA, PFS

Our Firm

Financial planning is a partnership built on trust and integrity.  As an independent financial planner, we work with individuals, families and business owners to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. We take the mystery out of complex issues so that my clients fully understand all of their options. 

We help our clients understand their current financial situation and define their future goals.  Whether it is insurance planning, wealth accumulation and preservation, retirement or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions.

As the relationship evolves, our clients will meet regularly with us to make sure that, as personal and business situations change, their financial plan remains on-target to meet their goals.  We make sure our clients understand each of my recommendations before implementing any specific proposal.



 
 
 

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.

 


Check the background of this financial professional on FINRA's BrokerCheck.