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A small team, on purpose.
Every client works with a partner and an associate. We cap the number of families each partner serves so that we can keep knowing you well.
Eleanor Hartwell, CFP®
Founding Partner
Eleanor founded Ashgrove in 1998 after a decade at a large brokerage, convinced that advice should be paid for directly. She leads retirement income planning for the firm.
CFP® · 28 years in practice · BA Economics
Julian Okonkwo, CFA
Partner, Chief Investment Officer
Julian oversees portfolio construction and research. Before Ashgrove he managed fixed-income portfolios for a regional pension fund.
CFA® charterholder · MBA Finance
Claire Donnelly, CPA
Partner, Tax & Estate Planning
Claire coordinates tax strategy and estate work with clients' CPAs and attorneys. She spent nine years in public accounting first.
CPA · Personal Financial Specialist
Samuel Brandt
Associate Advisor
Samuel supports client families day to day — account questions, distributions and meeting preparation — and is completing his CFP® certification.
BS Financial Planning · CFP® candidate
Come by for coffee.
We meet in our Charleston office on Ashgrove Lane, or by video for clients across the country. Parking is free and the coffee is good.
A first conversation costs nothing and commits you to nothing.
Forty-five minutes, in our office or by video. Bring your questions; we'll bring a pot of coffee and a blank page.