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Zachary Ashburn (AFC, CFP®, EA)

Zachary Ashburn focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

I specialize in tax and investment planning for successful tech employees and consultants. Our process and resources are uniquely designed to tackle the sophisticated portfolio and tax planning needs for our clients.

Additional Information

Our team of investment and tax professionals is well equipped to address the needs of those with equity compensation, business income, and sophisticated tax planning needs.

NAPFA Start Date

October 20, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6232 Navigator Way Southport, NC 28461 Phone: (336) 403‐9287
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