Planning to Flourish
Ashby Dawson is a dedicated fiduciary whose mission is to empower her clients with confidence, clarity, and control over their financial futures. As a Partner and Wealth Manager at Kingsview Partners, Ashby operates her independent practice in Amarillo, Texas, bringing over fifteen years of expertise from her previous role as an advisor at Edward Jones. She joined Kingsview’s independent platform in 2023, where she continues to help clients flourish through strategic, values-driven financial planning.
“I love to watch people flourish,” says Ashby. “Well-laid plans build bright outcomes, and the right financial advice prepares you for both the expected and unexpected.” As a true fiduciary, Ashby always acts in the best interests of her clients, guiding them with integrity and transparency. Her approach centers on understanding her clients’ values, identifying their financial strengths and weaknesses, and crafting customized investment strategies that align with their life goals.
Your Success, Her Priority
Ashby’s personal measure of success lies in knowing her clients are poised to achieve their goals while being protected from life’s uncertainties. Her exacting and thorough nature, combined with a fiduciary commitment, ensures she provides creative and strategic guidance. Ashby’s philosophy emphasizes partnership; she sits on the same side of the table with her clients, making important financial decisions together.
Specialties and Services
As a fiduciary wealth manager, Ashby specializes in comprehensive financial planning, with a focus on:
– Investment Management and Portfolio Optimization
– Retirement Income Strategies, including Social Security and Pantex Benefits
– Tax Planning and Charitable Giving Strategies
– Customized Financial Strategies for Women
– Business and Retirement Plans
Credentials and Recognition
Ashby’s commitment to excellence is backed by her educational background and recognized industry credentials. A graduate of Hardin-Simmons University with a BA in Finance, she holds the prestigious CFP® (Certified Financial Planner) and AAMS™ (Accredited Asset Management Specialist™) designations. Her dedication has earned her recognition as a Forbes Best-in-State Women Wealth Advisor in both 2022 and 2023, and she has been named among the Top Next-Gen Wealth Advisors Best-in-State.
On a Personal Note
Outside of work, Ashby enjoys spending time with her husband, Dale, and their twin sons, Max and Dutch, in Amarillo. She has a passion for gourmet cooking, fishing, and tennis, often finding inspiration for her work in the joy and balance she cultivates in her personal life.