Confidence and clarity for the unpredictable

We created Asio to deliver the service we would want for our own families. Our goal is to help you make the complicated simple and the unexpected predictable. Because we have a personal stake in your success.

Listening empathy

We only provide value to our clients if we fully appreciate them as human beings.

Humble expertise

We believe we are good at what we do. But we understand that the wise will always be students.

Flexible perspective

The solutions we provide are as unique as the people we serve.

Hardworking service

We tirelessly help our clients realize their goals.

R. Tracy Osborne

R. Tracy Osborne

Founder
President and CEO
“
Honest advice isn’t always the easy thing to give, but it’s always the right thing.
”
John Cheshire

John Cheshire

Founder
Chief Investment Officer
“
You should only buy a stock for a client you would put in your own account.
”
Erin Hershey Serrate

Erin Hershey Serrate

Founder
Senior Wealth Strategist
“
I focus on building relationships that transcend investment portfolios.
”
Ryan M. Gray

Ryan M. Gray

Founder
Senior Wealth Strategist
“
I take pride in guiding clients toward making informed decisions.
”
Bryce Goldbach

Bryce Goldbach

Founder
Portfolio Manager & Wealth Strategist
“
My passion is helping clients achieve financial freedom and security, ensuring they are able to spend time enjoying what’s most important in their lives.
”
Jason Ayers

Jason Ayers

Founder
Wealth Strategist
“
Earning the trusted advisor role is fulfilling, I enjoy having the opportunity to work across multiple generations.
”
Cassandra Farr

Cassandra Farr

Founder
Client Service Coordinator
“
I thoroughly enjoy knowing that I made a difference with our clients.
”

Working at Asio

We believe we’re a team of high achievers who never stop learning. We encourage collaboration and giving back, professional development and a healthy work-life balance.

A seat at the table

Your ideas matter. Every employee has a voice and the chance to make change.

Competitive compensation

Plus a generous 401k, profit sharing, and fully-paid health insurance premiums.

Time to recharge

Our sabbatical program is designed to help you get more out of life and work.

Our insights

Read our thoughts on the economy, the future, and investment strategies to make the most of it.

Staying Even Keel
A Glass Half Full
All Bark, No Bite?