Investing in Richmond, one relationship at a time.
Giving back isn't a side project — it's who we are. From board leadership to hands-on volunteering, we're deeply rooted in the communities we serve. The same values that guide our financial advice — integrity, long-term thinking, and genuine care — are the ones we bring to every organization we support.
Three pillars of community commitment.
Our approach to community involvement mirrors how we serve clients — with intentionality, consistency, and a genuine desire to make a meaningful difference.
Volunteerism
Our team dedicates time to volunteering, partnering with local organizations to support causes that matter — from building homes with Habitat for Humanity to coaching youth running programs.
Philanthropy
We give back through donations and sponsorships, supporting local nonprofits and community projects that create lasting impact for families across Central Virginia.
Partnerships
We collaborate with community leaders and organizations to drive positive change and create opportunities for growth — because financial health starts with community health.
See what it means to be Rooted in Relationships.
At Ashwood Financial Partners, we believe that the best financial guidance comes from advisors who are genuinely invested in the communities they serve — not just financially, but personally.
This video captures the spirit behind everything we do: building relationships that go beyond balance sheets, showing up for the people and organizations that make Central Virginia home, and treating every client's future like family.
From boardrooms to build sites, from coaching kids to advising nonprofits — this is who we are.
One firm. One mission. A community transformed.
Every board seat, every volunteer hour, and every partnership creates a deeper understanding of the communities and organizations we serve.
Ashwood
We don't just advise nonprofits. We serve alongside them.
Our nonprofit board leadership and community involvement give us a perspective that most advisory firms simply don't have. We see firsthand the opportunities and challenges that nonprofits face — from community awareness and engagement to donor outreach and fundraising strategies.
This hands-on experience means that when we partner with our nonprofit clients on retirement plan design, investment management, or fiduciary governance, we're not approaching it from the outside looking in. We understand the mission-driven culture, the budget constraints, and the board dynamics because we live them ourselves.
The result is a deeper partnership and more practical guidance — built on empathy, not just expertise.
Leadership. Volunteerism. Local love.
Board service, mentorship, and hands-on involvement with the organizations that are making Richmond a better place to live, work, and raise a family.
Advancing financial education and professional standards across the Commonwealth. Connecting portfolio managers, analysts, and advisors to promote ethical practice within the investment industry.
"Elevating the standard of care in Virginia." — Ashby & Chris
A nonprofit dedicated to ensuring access to legal services for Virginia's low-income taxpayers navigating federal or state tax disputes — helping families build financial stability from the ground up.
"Financial justice starts with access." — Ashby
Building affordable homes and restoring dignity for deserving families across Richmond. Since 1986, the Richmond chapter has built more than 300 homes with partner families, volunteers, and donors.
"A strong foundation changes everything." — Ashby
Bridging Richmond and Hampton Roads communities through networking, professional development, and collaborative initiatives that strengthen Virginia's economic corridors.
"Connecting communities, creating opportunity." — Kelsey
Championing youth health and fitness across Richmond. Kelsey coaches with Kids on the Move, a 10k training club for middle school students, helping young people build confidence alongside endurance.
"Building confidence one mile at a time." — Kelsey
Supporting the Massey Comprehensive Cancer Center at VCU — one of the nation's leading cancer research institutions — through community engagement, fundraising, and awareness initiatives.
"Research saves lives. Community funds research." — Chris
Facilitating connections between businesses and nonprofit groups for community and economic development — driving the partnerships that create meaningful change across Central Virginia.
"Impact is a team sport." — Ashby
Providing opportunities for local employee benefits professionals to broaden their knowledge of important technical issues and improve benefits services delivered to the business community.
"Better benefits, stronger businesses." — Ashby
Trust is earned, not marketed.
We're honored to be recognized by the community we serve — not through advertising, but through the relationships we've built and the outcomes we've delivered.
2025 CommunityVotes Platinum Winner
CommunityVotes is a community-driven recognition program where local residents vote for the businesses and professionals they trust most. The Platinum designation is the highest honor — a direct reflection of the confidence our clients and neighbors place in our team.
Ready to make an impact together?
Whether through partnership, sponsorship, or simply joining the conversation — we'd love to connect and explore the possibilities.