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Ashley Zephir

Here to act in your best interests

About me

As a financial planner, I help my clients make important decisions about any aspect of their lives related to a dollar sign. I’m committed to providing personalized recommendations that embody a family’s short-term and long-term goals. I’m also a member of Edelman Financial Engines' Women Planners in Leadership group, which is dedicated to learning, growth and industry leadership.




Bachelor of Arts, McDaniel College

Master of Business Administration, Loyola University Maryland

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Baltimore II - Towson

901 Dulaney Valley Road
Suite 901
Towson, MD 21204

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning