Tag: financial planning

Coffee & Conversation: Charitable Gifting 101

Coffee & Conversation Charitable Gifting 101 In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor […]

Eric Ashburn Recognized on Advisor Hub’s “250 Advisors to Watch Under $1B” List

Vienna, VA — Argent Bridge Advisors is delighted to announce that Eric Ashburn, CFP®, CEPA®, CDFA®, CeFT®, Partner & Private Wealth Advisor, has earned a spot on Advisor Hub’s prestigious list of “250 Advisors to Watch Under $1B.” Eric has been recognized at number 200, showcasing his exceptional dedication, expertise, and commitment to client success.

This remarkable achievement highlights Eric’s continued pursuit of excellence in the financial planning industry. As a Partner & Private Wealth Advisor at Argent Bridge Advisors, Eric’s dedication to providing top-tier financial advice and personalized strategies has been instrumental in helping clients achieve their financial goals.

Managing a Financial Windfall

Receiving a financial windfall can be a life-changing event. However, according to the Sudden Money Institute, an estimated 70% of people who receive a large amount of sudden money won’t […]

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