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Only a truly independent financial advisor can provide objective investment guidance and a customized plan that will keep you on track to your individual or company goals. At Ashokan Wealth Management, we provide knowledgeable, experienced, and independent advice dedicated to helping individuals, families, business owners, and plan sponsors make informed financial decisions.

Our practice is built on a strong bond of trust and confidence with our clients. We take the time to know our clients on a personal level. Our philosophy at Ashokan Wealth Management is very simple: evaluate, educate, and implement the strategies necessary to help our clients pursue their goals, dreams, and happiness in their lives.