Ashton Medina, CFA^®, CFP^®, CEPA^®

He helps families and business owners turn success into legacy.

• Translates intricate financial and business challenges into clear, actionable frameworks.
• Brings rare mastery across investments, planning, and exit strategy.
• Elevates conversations from accumulation to endurance — what will outlast you.
• Deep empathy and cross-cultural perspective rooted in lived resilience.
• Bilingual: Speaks both English and Spanish.

• Mastery across investment management, succession, business continuity, and exit strategy.
• Advanced portfolio construction and investment design.
• Comprehensive financial and legacy planning.
• Multi-generational wealth and estate integration.

• CFA®, CFP®, and CEPA® earned elite trifecta credentials
• 17+ years in finance –10+ years as Portfolio Manager; 6+ as Wealth Advisor
• Bachelor of Business Administration in Finance, Magna Cum Laude, Florida International University

• Proud Colombian American, highly respected in Miami with deep community roots.
• Husband and father; finds inspiration in family legacy.
• Strengthens strategy and appreciates discipline through soccer and Aikido.
• Known for quiet confidence, sharp strategy, and deep care for his clients’ long-term outcomes.
• Active member of his church, faith guides his path, and is the center of his life.

• Ashton doesn’t just plan wealth — he engineers financial confidence. He makes the complex feel simple, and the future feel well positioned.

• Supporting charitable and educational efforts that strengthen families, expand access, and empower people to create sustainable success.

Ashton Medina helps clients see wealth through a broader lens — one defined not by accumulation alone, but by endurance. Holding the elite trifecta of CFA®, CFP®, and CEPA® designations — including the CFA®, the highest distinction in investment management, and the CFP®, the benchmark of excellence in financial planning — he brings mastery across investments, holistic planning, and business succession. This rare combination gives him the ability to think like a portfolio manager, plan like a strategist, and advise like a legacy architect.

His proprietary Succession Shield Framework embodies that philosophy: managing equity, ensure continuity, and make wealth transferable across generations. Whether he’s advising a family business on succession or helping clients plan for the future, he unites technical precision with long-term care — offering families and business owners structure that lasts, strategies that adapt, and legacies that endure.

Ashton built his career with quiet focus and relentless drive. He began as a fixed income trader and portfolio manager for institutional clients — mastering risk, discipline, and the mechanics of global markets. Over time, he expanded into wealth advising, choosing to serve families, entrepreneurs, and business owners who, like him, wanted to build something that mattered.

Ashton is calm, deliberate, and deeply thoughtful. He believes wealth management is an act of clarity, not performance — helping people feel confident because their plans are sound, their families organized, and their futures clear.

Outside of work, Ashton enjoys spending time with his wife and son and connecting with family and friends throughout the South Florida community. He channels his love of mentorship and strategy through sport and movement. As a youth soccer coach, he guides players with focus, teamwork, and a long-game perspective. His longtime practice of Aikido, a Japanese martial art rooted in harmony and precision, strengthens his calm under pressure and his ability to turn momentum into flow - clarity through balance, confidence through discipline.

If you’re ready to feel more confident about your financial future, Ashton welcomes the chance to start that conversation. ➞ 954-266-8524, email, or schedule a meeting