Broker Check

493 South Trade Street
Tryon, NC 28782

Our clients are the heartbeat of our firm.

We went into the financial business with one purpose in mind: to help those who are struggling to find the financial guidance they need, and in doing so, becoming active stewards of God’s blessings.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Michael K. Ashworth, CFP®

Managing Director

It is our commitment to develop our relationship and play a key role in helping our clients achieve their personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment...

Read more

Steve Collie, CFP®

LPL Financial Advisor

For more than 30 years Steve has worked in the financial services industry. His passion is his work and helping his clients plan for and enjoy their retirement. He is dedicated to working with his clients to help them meet their...

Read more

Katheryn L. Gordon

LPL Financial Advisor

Katheryn previously worked as a registered client associate and as a Financial Advisor with Wells Fargo Advisors alongside Michael Ashworth, CFP® and Steve Collie, CFP®. As a Financial Advisor, she helps clients set up...

Read more

Lisa Murphy

Director of Client Relations

With nearly 20 years of experience in brokerage operations, Lisa brings to the team a diverse array of administrative talents. Lisa manages all operational service needs for clients. She assists them with new account openings, account...

Read more

How can we help?

Thank you!