Ashley Bleckner has worked in the financial services industry for over a decade. She advises individuals, families, and foundations on public and private market investing, transitions of wealth, and sustainable investing. She is passionate about helping women feel more in control of their finances. “Women are unique in so many ways that aren’t accounted for in traditional financial planning or investment management,” she says. “So it’s time. And Ellevest is at the frontline of that pivotal switch.
CDFA®, 2023
CERTIFIED FINANCIAL PLANNER™ Professional, 2015
Girls Inc. College Bound Committee, UC Irvine’s SheVest Financial Wellness Initiative, Alzheimer’s Association
“Ashley has been a god send and I don't think I would have made it through all the financial tribulations thrown in my path without her."
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
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We’re obligated to put your interests ahead of our own. We’ll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
As the experts in building and managing women’s wealth, Ellevest was founded to help women build wealth and achieve financial success.
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We can align your investments with your values without sacrificing returns by investing in our impact portfolios and other alternative investments.
Our services don’t end with investments. Want to see exactly where your dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
