The Ashcroft Pesek Bartosh Group is a team of financial professionals focused on producing successful retirement outcomes for our clients. Specifically, the group has more than fifty combined years of experience servicing ExxonMobil retirees. Because of this focus on ExxonMobil clients, our team is well prepared to analyze Net Unrealized Appreciation opportunities within the ExxonMobil Savings Plan, consult on pension elections, or develop a tax efficient retirement income plan integrated with Restricted Share Units.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.