Financial Advisors in Ashland, OR
696 Mistletoe Rd
Ashland, OR 97520
Focus Partners is your locally based investment advisor in Ashland, OR - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in scenic Ashland just a quick drive from Southern Oregon University, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Ashland, OR. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Ashland Team
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Ann Laferriere
CFP®
Advisor Transition & Leadership Coach
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Lex Grecu
CFA, CFP®
Senior Wealth Advisor
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Alicia McHugh
CIPM®, CFP®
Wealth Advisor
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Mary Ericksen
CPA, CFP®
Associate Wealth Advisor
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Khatol Grover
Client Service Specialist
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Carly Slonin
Client Service Specialist
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Ali Kavianian
CFP®
Regional Vice President
Dig even deeper.
What’s it like to become a Focus Partners client? Download our brochure to learn more.
Enjoy some of our latest resources
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November 10, 2026
Six Key Decisions to Consider Before You Retire
Many people spend decades saving for retirement, but fewer spend the same amount of time preparing for the decisions that come with it. From deciding when to retire to navigating Social Security, Medicare, investment adjustments, retirement income planning, and legacy goals, each choice can have long-term implications. In this article, we explore six key decisions that can help shape a more confident retirement.
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November 02, 2026
Year-End Tax Planning for Dental and Medical Practice Owners
Year-end tax planning helps dental and medical practice owners manage taxes, cash flow, and long-term wealth. Through strategic coordination, owners can make more calculated decisions and maximize the value of available deductions.
Read the article -
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article