Zachary Ashburn, CFP®, EA, AFC®
Zach is co-founder and Chief Planning Officer of Reach Strategic Wealth, where he specializes in tax-efficient corporate exit planning for executives. With over a decade of experience as a professional adviser, he is passionate about bridging the critical gap in quality tax planning that exists between traditional investment advisors and tax preparers.
Beyond his professional expertise, Zach brings a unique perspective shaped by his personal journey as a former foster parent and current adoptive parent. He actively mentors others navigating their own adoption processes, combining his strategic planning skills with genuine compassion for families in transition.
In 2024, he and his family made the bold decision to start a fresh chapter on the North Carolina coast, where they have embraced a new lifestyle centered around sailing and fishing. Like his "golden handcuffs" clients are looking for, this coastal setting provides the perfect backdrop for balancing demanding professional responsibilities with quality family time alongside his two children.
Zach's approach to financial planning is informed by both his technical expertise and his deep understanding of life's unexpected turns and opportunities.
Email: ZAshburn@ReachStrategicWealth.com | Website: www.Reachstrategicwealth.com
Latest articles by Zachary Ashburn, CFP®, EA, AFC®
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Coast FI Planning: High Earners' Secret Retirement Weapon
A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.
By Zachary Ashburn, CFP®, EA, AFC®
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Escaping the New Golden Handcuffs: A Financial Expert Has a Plan for Today's Executives
Feeling stuck in your job? It could be your complicated compensation package, but it also could be where you live, your family or even how you view yourself.
By Zachary Ashburn, CFP®, EA, AFC®
