Strategy

More than the short-term of what’s-in-the-now, Ayers Financial helps clients like you create legacies that can flourish with time. Based in Roanoke, Va., Ayers Financial has been a trusted financial planning advisor for individuals and families throughout Southwest Virginia for more than 20 years.

We began from one simple premise: in order to build enduring client portfolios—those that not only grow and yield financial returns but also fulfill dreams, security and peace of mind—we must always begin from a place of passion and purpose, yours. After all, what fuels your hard work today drives your portfolio to perform tomorrow.

We also will work with entire families—not just the custodian of the family’s assets and investments—to create an even wider financial literacy net to help ensure that your values carry on into the next generation.

Financial Planning: Helping to achieve your goals

Financial Planning: Achieving your goals

Our work is about so much more than striving to accumulate wealth; it’s about helping our customers build a life they value. To help ensure that promise our relationship starts with an honest, in-depth conversation about what’s most important to you. Do you want to be able to send your grandchildren to college? Endow a scholarship at your alma mater or a fund at your favorite nonprofit? Travel the world or build a retirement mountain getaway?

Whatever your motivation, we’ll create a financial plan that fits only you and your family, your present situation and your aspirations, and then aligns those values with your legacy.

Asset Allocation

Asset Allocation

While we certainly put great stock in education, communication and planning, we also rely upon asset allocation with demographic trend analyses to help work toward generating the kinds of returns you need now, versus later.

Partnerships

Partnerships

We will work and communicate as needed with all or our client’s partners, from insurance to attorneys to tax experts, to develop substantive plans and help ensure we’re all working in your best interest. Naturally, you’ll remain at the helm, helping chart and guide the course, drawing along the way from our accessible knowledge and professional resources whenever needed.