Not just advisors.
Stewards of your legacy.
We believe financial advice isn’t about products; it’s about promises kept. Credentials matter, but character matters more. Meet the team that treats your future with the same rigor and care we treat our own families.
AshbyAshby W. Price, CFA, AIF®, CPFA®, CRPS®
“In this industry, products are commoditized. Relationships are not.”
As a native of Richmond, my passion for service began as a “Big Brother” mentor. That experience taught me that true impact comes from showing up, listening, and offering perspective when it’s needed most. I started Ashwood Financial Partners to help clients “drown out the noise” and focus on what truly matters: their family, their business, and their legacy.
A fiduciary advisor with over 25 years of experience, Ashby has helped clients ranging from billion-dollar institutions to individual families. His commitment to continuous learning and his credentials enable him to provide a fiduciary standard of care and practical financial solutions to meet the evolving needs of his clients. Ashby’s experience as a business owner and his leadership roles on various boards allow him to apply real-life experience to offer practical and effective solutions to his clients. A CFA® charterholder, he is a past president of CFA Society Virginia and currently serves on the board of The Community Tax Law Project.
KelseyKelsey L. Daugherty, CPFA®, MBA
“I believe financial planning is an act of empathy.”
Kelsey began her career at Goldman Sachs, where she worked to manage investments of ultra-high net worth families and endowments. She earned her MBA from Southern Methodist University in Dallas, Texas and attended The College of William and Mary for her undergraduate degree.
She is very involved in the community serving on numerous non-profit boards including RVA757 Connects, Fit4Kids, and the Children’s Museum of Richmond. Outside of the office, Kelsey enjoys spending time on the river with her dog, Ranger.
ChrisChris Milligan, CFA, CFP®
“Trust is built on a foundation of rigorous analysis and open communication.”
Prior to joining Ashwood Financial Partners, Chris spent over 13 years as a research analyst and advisor for a Richmond-based wealth management firm. He is a graduate of the Virginia Military Institute (VMI), a CFA charterholder, and a CFP® professional.
The CFP® certification requires coursework across financial planning, tax, retirement, estate, and insurance planning, a comprehensive examination, documented experience, and an ongoing ethics commitment. It is the framework Chris applies to client planning work at Ashwood.
Chris is actively involved in the community, serving as a board member of Massey Alliance and CFA Society Virginia. He previously served on the VMI Economics and Business Academic Advisory Board and was the president of the UnBoundRVA young professional board. In his free time, Chris enjoys spending time with his friends and family and cheering on his favorite sports teams.
Our values aren’t on a wall. They’re in every conversation.
Just as strong roots sustain a tree’s growth through all seasons, your achievements anchor our progress. We stand by your side, steadfast and ready to help families build wealth, businesses grow, and nonprofits thrive.
Integrity
We act with honesty and transparency in every interaction. As fiduciaries, your best interest is our only interest.
Client-Centric
Every decision, every strategy, every conversation begins and ends with what’s best for you, whether you’re a family, a business owner, or a nonprofit leader.
Excellence
We hold ourselves to a written standard of professional competence and continuously invest in our credentials, tools, and processes.
Innovation
We leverage institutional-grade technology and research-driven strategies to deliver a modern, forward-thinking client experience.
Bound by a written code of ethics.
Ashby and Chris, as CFA® charterholders, are bound by the CFA Institute Code of Ethics and Standards of Professional Conduct, which sets out duties to clients, employers, the profession, and the integrity of capital markets.
CFA®, Chartered Financial Analyst®, CIPM®, and GIPS® are registered trademarks owned by CFA Institute.
Committed to a fiduciary standard when providing financial advice.
As a CFP® professional, Chris Milligan is bound by CFP Board’s Code of Ethics and Standards of Conduct, which requires acting as a fiduciary at all times when providing financial advice to a client.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Credentials aren’t trophies. They’re your protection.
Every credential our team holds shapes how your plan is built. Here is what each one requires, and what it changes about the work.
Disciplined Investment Analysis
Our team includes two CFA charterholders. The CFA curriculum covers quantitative research, risk-adjusted analysis, and disciplined security selection, and it is the framework we apply to portfolio construction.
360° Fiduciary Oversight
Several of our credentials carry their own fiduciary standards, so your financial plan is reviewed against more than one code of conduct rather than a single checklist.
Retirement Plan Expertise
Our combined credentials mean your employer retirement plan, whether 401(k), 403(b), or ERISA governed, is designed, monitored, and governed by credentialed specialists, not generalists.
Life at Ashwood.
Ready to meet the team?
No obligations. Just an honest conversation about your future.