wealth planning

Ashmore Financial is a small business accounting firm based in Scottsdale, Arizona, founded to empower individuals and businesses to achieve financial stability and long-term success through tailored, personalized financial services. The firm is owned by Joshua Ashmore, who has 15+ years of progressive accounting experience and an MBA with a concentration in Accounting.

AccountingAuditingBookkeepingBudgetingcash flow managementconsultingfinancial analysis and reviewfinancial statementsfractional CFO/controller servicesinvestment managementpayrollstrategic developmenttax services

Sunflower Bank, N.A. is a full-service financial institution founded in Kansas in 1892 and headquartered in Dallas, TX, with locations in multiple states. It operates as First National 1870 in Albuquerque, Los Alamos, and Santa Fe, NM. FirstSun Capital Bancorp is its parent holding company. The bank provides relationship-focused personal, business, commercial, private wealth, and mortgage financial solutions.

commercial lendinginvestment managementmerchant servicesmortgage lendingSBA preferred lendingspecialty lendingtreasury managementtrust and fiduciary services

Fortress Bank is a community bank that opened in 1904 and was renamed Fortress Bank in 2017. It provides sound financial solutions for business and personal use from nine banking centers in Illinois and Iowa, with over $700 million in assets. Its vision is to be the bank of entrepreneurs for entrepreneurs.

business bankingcommercial and agricultural lendingmobile bankingmortgage servicesonline bankingpersonal bankingtreasury management