Ashley Rittershaus

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

After a winding path of studying dance, working in theater, and various corporate jobs, Sylvie followed a passion for finance and realized she could offer something unique to support fellow creatives: financial planning and expertise, tailored to the unique lifestyles and demands of a career in the arts. She founded The Financial Grove to help remove the burden of financial worry for creatives in the arts. Through this work, she hopes to enable a newfound freedom of choice in projects, without having to decide based on a feeling of scarcity, or a fear of the unknown. Sylvie believes in the power and utmost significance of storytelling, and has witnessed how ingrained financial trauma, coupled with gaps in literacy, can prevent creatives from making decisions motivated by expression and passion. Her mission is to support storytellers to express their voice authentically. She currently lives in Cambridge, MA with her family, but frequently finds herself back in her hometown of New York City (and often forgets she doesn't still live there).

For as long as I can remember, I’ve always been a numbers nerd. Growing up, we had a small chalkboard propped up against the wall. Instead of scribbling random shapes, I would have my parents give me math problems to solve. (Don’t worry – I don’t do my math on a chalkboard anymore!). I started my career in financial services fresh out of college when I was hired at a boutique wealth management firm just outside of Boston. It was there that I quickly fell in love with financial planning. To me, it is the perfect blend of nerdy, technical, problem-solving, spreadsheet analysis and touchy-feely, meaningful, life-changing relationship work. I have always considered myself lucky to have found this profession when I didn’t even know I was looking for it. What better calling can there be than to help guide people in using their money to live their most deeply significant and fulfilling lives? I spent more than 18 years of my career with firms that only worked with individuals and families that had substantial wealth. In short, you already needed to have achieved financial success to get access to our advice! While I have always loved my work and the clients I helped, I could never shake the feeling that there was something missing. Instead of only working with people who already had wealth, I wanted to work with people to help them build it. As a result, Katapult Financial Planning was born.

There is no one-size-fits-all approach to wealth planning, and good financial advice means getting to know the unique person or family on a personal level. I’m a CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor™, and the Founder of One Financial Design. As a self-development enthusiast, I’ve spent countless hours thinking about how to use money to live a true and fulfilling life. Personally, my husband and I often come back to the goal of spending more time and money on family experiences with our two kids, before time passes us by. Are you ready to explore your financial possibilities? I can't wait to hear your story. Visit my website www.onefinancialdesign.com to learn more and schedule an introductory call.

Evergreen Wealth Management combines institutional-grade technology with the personalized attention of a boutique firm. We serve individuals age 50+ who want expert retirement guidance without the layers of complexity and fees that come with traditional firms. As a flat-fee, fiduciary advisor, we charge $525 per month—regardless of how much you have invested. That means no AUM-based fees, no commissions, and no incentive to sell you anything. Our only job is to help you make smart, confident financial decisions and guide you through retirement with clarity. We leverage tools like eMoney for retirement planning, Holistiplan for advanced tax analysis, Nitrogen for risk alignment, and Schwab’s iRebal® for efficient trading and portfolio management. You get the power of a large-firm platform—with direct access to a CFP® who knows your name, your values, and your goals. We help answer the questions that matter most: Are we financially ready to retire? What’s our optimal Social Security strategy? How do we minimize taxes and create steady income? How should we invest for both safety and growth? Every relationship starts with a personalized plan, built around your vision and your numbers—not generic assumptions. And we don’t stop there. As life evolves, we adapt your strategy, manage the details, and stay by your side through every decision that matters. Evergreen was founded by Nick Stevens, CFP®, after 12 years at a national investment firm. Tired of impersonal service and product-pushing incentives, he built Evergreen to give clients what they truly want: independent advice, fair pricing, and a relationship with someone who takes their retirement as seriously as they do. Nick lives in Boston with his wife Rachel, their young son, and a spirited dog named Sam. He’s a weekend DIYer, avid golfer, and firm believer that planning and consistency are the keys to success—in both life and investing. If you're looking for a modern advisor with both high-tech tools and high-touch service, Evergreen Wealth Management might be the partner you've been looking for.

Do you have financial goals but aren't sure what steps you need to take to achieve them? Need help prioritizing? I help clients simplify their finances and develop a clear plan for building and preserving wealth, so they can focus on life's other priorities. I have over 20 years' experience working with busy professionals, retirees and their families. Credentials and education: Certified Financial Planner® Professional MBA, Northeastern University BS, Biology, University of Ottawa I grew up in Canada and moved to Boston to attend graduate school. After working at a large regional accounting firm, I founded Clearvue Advisors to provide unbiased fee-only financial planning advice and investment management services. I am based in Milton, MA, serving clients in the Boston area and nationwide virtually. Financial planning is not a one-time event. It's a process that helps you make well informed decisions throughout your life. My goal is to help you achieve peace of mind knowing you have someone to guide you through life's many transitions. Contact me for a free consultation to see if we're a good fit.