Ashley Folkes, CFP®, CPWA®, CRPC®, RICP®, CEPA

Financial Advisor, Director of Growth Strategies

Phone: 205.208.8667
[email protected]

  • Troy University, 1998
    Bachelor of Arts in Marketing and Management
  • Chartered Retirement Planning Counselor℠, 2007
  • Retirement Income Certified Planner, 2017
  • Certified Private Wealth Advisor® 2019

Kristi Hoffman
[email protected]

“Wealth means different things to different people. It isn’t just about money and success. It’s about feeling rich in all aspects of your life. We work with clients from a panoramic viewpoint to understand how to provide intentional and impactful significance to their lives.”

Ashley lives in the intersection of being a financial advisor, helping to add value to our clients’ lives, and as the Director of Growth Strategies. As the Director of Growth Strategies, Ashley works alongside the leadership team to define potential growth areas and development opportunities. He also helps to inspire and empower our large team of over 24 advisors along their growth paths to add value to their clients and communities.

With a holistic approach to planning, Ashley’s passion is building deep and caring relationships with clients to help them overcome life obstacles. Creating these relationships helps him guide clients to reaching their goals and points them in the right direction to find their true meaning of money and abundance.  This connection allows him to create tailored advice and strategies to encourage growth, preservation, and legacy. You can discover Folkes’ contributions to the financial industry in numerous publications such as CNBC, Barron’s, Forbes, Morningstar, InvestmentNews, Wall Street Journal, and Reuters.

Ashley lives in Hoover with his wife, Meng (AKA Lulu), and two-year-old son, Callen. While outside of work and enjoying family time, Ashley’s competitive nature comes out while competing in endurance races nationwide.

  • Financial Planning Association of North Alabama
  • The Investments & Wealth Institute