Ashley Folkes

Certified Financial Planner
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • CFP®
  • AEP®
  • CRPC®, RICP®
  • CPWA®, CEPA®
Birmingham, AL

Media

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Words to Live By

We are here to add what we can to life, not to get what we can from life.
William Osler

Client Experience Professionals

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Team Members

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About

Ashley takes a panoramic approach to wealth management: forming meaningful relationships with his clients to define and achieve their financial goals. He specializes in serving business owners, executives, and high-net-worth individuals – with over twenty years of experience leading wealth management teams and providing comprehensive financial and estate planning services.

A native of Dothan, AL, Ashley currently resides in Birmingham with his wife and son. When he is not working, he is a competitive endurance athlete, actively engages in community and prison ministry, and coaches his son’s sports teams.