About Ashlee D. Walton, CFP®
Ashlee Walton is a Managing Director at Oxford Financial Group, Ltd., where she advises multigenerational families on holistic wealth planning, governance and legacy strategies. She coordinates estate and tax planning, business succession, philanthropic strategy and trust administration, translating complex concepts into clear, actionable plans. She also collaborates with outside counsel, tax advisors and investment professionals to deliver cohesive plans tailored to each family’s values.
Previously, Ashlee served as Senior Advisor and Tax Strategist at Goldstone Financial Group, where she developed and maintained client partnerships through relationship-driven growth and client education, and provided comprehensive tax planning and multiyear strategic reviews for high-net-worth clients. Prior to that, she was a Senior Financial Planner at James Investment Research, where she developed the firm’s financial planning framework and fee model and served as lead advisor on complex client relationships, integrating tax, estate, retirement, investment and charitable strategies in collaboration with CPAs and attorneys.
Ashlee holds a Bachelor of Science in Financial Services from Wright State University and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional.
A frequent presenter and educator, Ashlee has led seminars and classes on tax planning, retirement strategies and wealth management for clients, professional groups and community organizations. She has also appeared on broadcast and digital platforms and has been quoted in print on personal finance and tax topics.
Ashlee’s primary focus is her family. She and her husband and daughter have several pets and enjoy outdoor activities such as Jeep outings, hiking and camping, but they also value quiet time at home. In her spare moments, Ashlee is an avid reader.
