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Mustard Seed Wealth Management was founded in 2002 by Dr. David Ashby, Professor Emeritus of Finance at Southern Arkansas University. The firm was founded on the premise of delivering high quality client service along with portfolio investment strategies structured using modern portfolio design.… Mustard Seed Wealth Management was founded in 2002 by Dr. David Ashby, Professor Emeritus of Finance at Southern Arkansas University. The firm was founded on the premise of delivering high quality client service along with portfolio investment strategies structured using modern portfolio design. Fascinated by how people save and spend money, Ashby strives to guide clients to financial freedom and has fostered that mentality in the Mustard Seed philosophy. Our investment strategy blends historical market data with modern insights. We focus on thoughtfully diversifying your family portfolio, aiming to minimize taxes and preserve your principal for the long term Read more
Business Hours
M-Th 8:30am-5pm, F 8:30am-12pm, Sa-Su Closed
Services
wealth management services, investment management services, investment planning services, estate planning services, employee benefit plans, retirement planning services, asset management, donor advisor, Tax planning services
387 Co Rd 207, Valley View, TX (10309 Km Away)
1000 Locust St, Owensville, OH (10309 Km Away)
1060 Windy Hill Rd SE, #209, Smyrna, GA (810 Km Away)