Zach Ashburn, CFP®, EA, and AFC®: Empowering Entrepreneurs' Financial Journey

Zach Ashburn, CFP®, EA, and AFC®, is a shining example of knowledge and innovation in the financial advisory industry. Zach Ashburn, who specializes in boosting the self-employed and entrepreneurs, provides a unique set of abilities and insights that are adapted to his clients' changing demands.

As a seasoned professional, Zach Ashburn serves a diverse clientele encompassing business owners, side hustlers, and individuals navigating the consulting landscape in their retirement years. His comprehensive approach transcends traditional asset management, delving into the intricacies of financial counseling, tax planning, and strategic financial planning.

What truly sets Zach Ashburn apart is his commitment to understanding the aspirations and values of his clients. With a keen understanding of the challenges and opportunities inherent in entrepreneurial ventures, Zach guides his clients through the exciting transitions they encounter on their journey towards higher income, increased flexibility, and the embodiment of their core values.

Beyond financial problems, Zach Ashburn offers useful services including goal setting, career planning, and family vision exercises. Through these comprehensive services, he enables his customers to not only achieve their financial goals but also to envision and pursue satisfying lives in line with their greatest desires.

Zach Ashburn excels as a dependable advisor in the financial domain, providing unmatched knowledge and tailored direction to individuals pursuing self-employment and entrepreneurship. Clients set out on a financial empowerment journey with Zach at their side, ready to make their aspirations come true.

Navigating Financial Independence

North Carolina native Zach Ashburn's transition from banking to wealth management in 2014 was not only a calculated choice but also a life-changing experience. Seeing Reach Strategic Wealth as a profitable long-term endeavor, he took a risk in 2019 and founded it—a move he is confident will pay off.

Yet, amidst the pursuit of financial success, it's the quest for financial independence that has profoundly shaped Zach's life. In 2018, he and his wife, Sally, embarked on a remarkable journey as foster parents, igniting a profound commitment to foster care and an ongoing pursuit of adoption. This endeavor has presented challenges beyond expectation, demanding significant time and energy from the couple. However, through unwavering support, meticulous financial planning, and the freedom afforded by being their own bosses, Zach and Sally have navigated this season of life with grace and resilience, allowing their family to flourish amidst the trials.

For Zach, this personal experience fuels his passion for guiding clients towards financial autonomy, particularly those considering delegating their financial management to reclaim precious time through strategic career decisions. He intimately understands the transformative impact this transition can have and is dedicated to empowering individuals who are ready to embark on this journey.

In terms of expertise, Zach Ashburn is a master planner for consultants, a wizard in cash flow management, and an authority on navigating the complexities of taxation. His approach is characterized by simplifying intricate financial concepts, ensuring that clients are equipped with the knowledge and strategies needed to navigate their financial landscapes with confidence and clarity.

Bridging Financial Gaps

Zach Ashburn recognizes the potential money and time lost within the gap that separates traditional investment advisors and tax experts in the field of financial management. He bridges this difference. His goal is to provide people with the knowledge and skills needed to become financially independent and open up a world of opportunities.

Closing this gap requires a comprehensive approach, one that encompasses clear goal-setting, strategic investment planning, proactive tax strategies, robust risk management, meticulous legacy planning, and seamless collaboration among a team of professionals. Zach conceptualizes this role as that of a personal Chief Wealth Officer, akin to a skilled general contractor orchestrating various elements for the benefit of your financial well-being.

At the helm of Reach Strategic Wealth LLC as President and CCO, Zach brings not only his expertise but also a commitment to assembling a cohesive team dedicated to serving the unique needs of each client. His passion lies in empowering individuals to realize their career ambitions while embracing personal freedom through strategic consulting.

If you aspire to financial freedom, early retirement, and a life lived to the fullest, Zach Ashburn invites you to connect and embark on a journey towards financial empowerment and fulfillment.

Empowering Your Success

Reach Strategic Wealth identifies the gap between traditional investment advisories and tax professionals, acknowledging the toll it exacts on individuals' time, finances, and peace of mind. Their mission is clear: to function as each client's personal Chief Wealth Officer, adeptly closing this divide through tailored planning, innovative investment strategies, and effective coordination of their professional network.

Their Methodology

Discover: The journey begins with Reach Strategic Wealth comprehensively understanding each family's unique vision. They devote ample time to cultivating clients' goals and conducting a thorough assessment of their current financial landscape.

Design: Equipped with insights from discovery, Reach Strategic Wealth meticulously organizes clients' financial data, conducts thorough analysis, identifies opportunities, and crafts strategic recommendations to propel them toward their objectives.

Do: Recognizing that planning is an ongoing process, Reach Strategic Wealth remains steadfast in monitoring and fine-tuning clients' plans. As their clients' Chief Wealth Officer, they ensure alignment with evolving life circumstances and facilitate seamless execution through collaboration with their professional team.

Who They Are

At Reach Strategic Wealth, they serve as trusted partners in financial planning and investment management for tech professionals and consultants grappling with discrepancies in their advisory support. Their goal is simple: to bridge these gaps and empower clients with transparent, actionable, and understandable financial guidance.

Their Mindset

Acknowledging the detrimental effects of the industry gap, Reach Strategic Wealth adopts a proactive Personal Chief Wealth Officer approach. By integrating investment management, strategic planning, and collaborative implementation with professionals such as accountants and attorneys, they fortify clients' financial plans with the best ideas and expertise available.

In order to ensure their clients' financial success and peace of mind, Reach Strategic Wealth is dedicated to providing unmatched support and cutting-edge solutions.

The Promise of Reaching Strategic Wealth

Reach Strategic Wealth stands out as a ray of hope and opportunity in the constantly changing world of financial advice services for people looking to confidently and precisely traverse the difficulties of wealth management. Reach Strategic Wealth, under the innovative leadership of Zach Ashburn, offers a full range of services customized to meet the individual needs and goals of each client, bridging the gap between traditional investment advisers and tax professionals.

Through a meticulous approach grounded in discovery, design, and execution, Reach Strategic Wealth empowers clients to define and achieve their financial goals while fostering a sense of security and peace of mind. With a steadfast commitment to transparency, innovation, and client-centered collaboration, Reach Strategic Wealth paves the way for individuals to embark on a journey of financial empowerment, unlocking new possibilities, and realizing their dreams with unwavering support and guidance.

Zach Ashburn, CFP®, EA, and AFC®: President & CCO, Reach Strategic Wealth LLC

With a career spanning from banking to wealth management, Zach Ashburn, CFP®, EA, and AFC®, has emerged as a trusted figure in the realm of financial advisory. Specializing in serving the self-employed and entrepreneurs, Zach's unique blend of skills transcends traditional asset management, encompassing financial counseling, tax planning, and strategic financial planning. What truly sets Zach apart is his unwavering commitment to understanding the aspirations and values of his clients and guiding them through transformative transitions with empathy and insight. 

As the President and CCO of Reach Strategic Wealth LLC, Zach embodies a dedication to empowering individuals to achieve financial autonomy and pursue lives aligned with their deepest aspirations. With Zach by their side, clients embark on a journey of financial empowerment, poised to turn their dreams into reality.

Zach Ashburn excels as a dependable advisor in the financial domain, providing unmatched knowledge and tailored direction to individuals pursuing self-employment and entrepreneurship.