Advisors at this firm
Benjamin L
Series 65
Marksville, LA
Ash Matson Wealth Partners, Inc.
Benjamin Luke is a financial advisor at Ash Matson Wealth Partners, Inc. with three years of industry experience. He holds a Series 65 designation and has been managing Benjamin Luke Abstract & Title Co., LLC as well as practicing law through Benjamin A. Luke, Attorney at Law, LLC, both since 2007-2008. Ash Matson Wealth Partners provides investment advisory services to individuals and various entities, focusing on asset-allocation analysis and recommending third-party investment advisers without exercising discretionary trading authority or custody of client assets.
Brynn W
Series 63, Series 65
London, OH
Ash Matson Wealth Partners, Inc.
Brynn Walden is a financial advisor at Ash Matson Wealth Partners, Inc. with 10 years of industry experience. Brynn holds Series 63 and Series 65 licenses and previously worked for Platinum Capital Advisors LLC for 10 years. Outside of advisory work, Brynn is involved in real estate development and management, serving as a managing member and partner in multiple real estate companies since 1993. Ash Matson Wealth Partners provides investment advisory services to a variety of clients, including individuals and institutions, primarily acting as an adviser and referral source. The firm focuses on individualized asset-allocation analysis and recommends third-party investment advisers without exercising discretionary trading authority or taking custody of client assets.
Joseph M
ChFC®, Series 63
Palm City, FL
Ash Matson Wealth Partners, Inc.
Joseph Matson is a financial advisor with Ash Matson Wealth Partners, Inc. in Palm City, FL. He holds the ChFC® designation and Series 63 license and has 53 years of industry experience. He has been with Ash Matson Wealth Partners since 2012. Outside of his advisory role, he works as an insurance agent and serves as a consultant for Matson Money. Ash Matson Wealth Partners provides investment advisory services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on individualized asset-allocation analysis and recommends third-party investment advisers without exercising discretionary trading authority or taking custody of client assets.
Jeffrey K
Series 65
Petoskey, MI
Ash Matson Wealth Partners, Inc.
Jeffrey Kazmierski is a financial advisor at Ash Matson Wealth Partners, Inc. in Petoskey, MI. He holds a Series 65 designation and has been with Ash Matson Wealth Partners since 2025. Outside of his advisory role, he is also involved with Apple Pie Properties, LLC. Ash Matson Wealth Partners provides investment advisory services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm focuses on selecting and monitoring third-party investment advisers and acts primarily as an adviser and referral source rather than directly managing client portfolios.
Ralph B
Series 65
Houma, LA
Ash Matson Wealth Partners, Inc.
Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and 20 years of industry experience. He has previously worked with Prime Investment Partners, LLC and Allocated Alliances, LLC. Outside of his advisory career, Ralph Bourgeois is also a practicing medical doctor in Houma, Louisiana. Ash Matson Wealth Partners provides investment advisory services to individuals and various institutional clients, focusing on individualized asset-allocation analysis and recommending third-party investment advisers. The firm acts primarily as an adviser and referral source without discretionary trading authority or custody of client assets.
