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MEMBER PROFILE

 

Eric Ashburn

Argent Bridge Advisors

 

Member profile details

Membership level
DC Metro Individual
First name
Eric
Last name
Ashburn
Title
Partner, Private Wealth Advisor
Company
Argent Bridge Advisors
XPX Chapter Email Lists
  • DC Metro News & Events
 

CONTACT INFORMATION

City
Vienna
State
Virginia
 

PROFILE INFORMATION

Call me when
Balancing personal and business goals—especially during a transition, exit, or divorce. I help with retirement plan reviews, investment proceeds, and risk protection like key person insurance
Why I/we support XPX
it gives me a strong network of referral partners and helps me keep learning where other experts can fit into the team when clients need more than just one advisor.
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
Professional Certification(s)
CFP, CEPA, CDFA
Transition Planning Certification or Methodology
EPI (Exit Planning Institute) framework
In Business Since
2013
How to contact
Email: ericashburn@argentbridge.com Office: 571-390-5802
Business Focus
I help business owners and high-net-worth clients align personal and business goals, maximize business value, manage their wealth, and plan for successful transition
Advisor Resource Relationships
  • EPI
  • Maus
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