Richard Ashcroft, CFP®, CPWA®, RMA® MS – Financial Planning

Richard has worked almost exclusively with ExxonMobil retirees for nearly 40 years. He started his career with A.G. Edwards in 1983 and joined Baird in July of 2013. Richard holds a Bachelor of Arts degree from Arizona State University and a Master of Science in Financial Planning from the College for Financial Planning. He also holds both a CERTIFIED FINANCIAL PLANNER™ & Certified Private Wealth Advisor® certification, and is a Certified Retirement Management Advisor®. 

Richard’s commitment to excellence has been consistently recognized by Barron’s. Most recently, he was named one of Barron’s Top 1,500 Financial Advisors for 2026. His past rankings include Barron’s Top 1,200 Financial Advisors from 2015 through 2025 and Barron’s Top 1,000 Financial Advisors from 2010 through 2013.

Barron’s “Top 1,200 Financial Advisors”, Multi-Year lists. Published annually February – March. Rankings based on data as of September 30 of prior year. Award based on data as of 9/30/25. Ranking published as of 3/23/26.