W. Edward Inman, Jr., ChFC®, CFP®, RICP® 

Edward Inman transitioned to financial services in 2008 following a distinguished career in the Fire Service with the City of Alpharetta. At the time, he was also a client of Ashford Advisors, where he experienced firsthand the firm’s holistic approach to financial planning. That personal experience inspired his career change. Having seen the positive impact thoughtful planning had on his own family, Ed was motivated to help others achieve the same clarity and confidence in their financial lives.

Since joining Ashford Advisors, Ed has guided hundreds of families, business owners, and foundations toward becoming more organized, better protected, and more intentional in building wealth while always utilizing clearly defined risk parameters. He currently oversees approximately $200 million in assets under management and nearly $400 million in life insurance death benefit for his clients, reflecting a strong focus on both long-term wealth accumulation and comprehensive risk management. His practice is grounded in disciplined investment strategies, thoughtful planning, and enduring client relationships.

Beyond his individual advisory work, Ed plays a significant leadership role within Ashford Advisors. As a Vice President, he oversees the firm’s Investment Department, helping guide advisors and clients in investment strategy, portfolio management, workflows, and compliance. He also leads Ashford’s Training Department, supporting the development and education of advisors across eight states throughout the Southeast.

An Atlanta native, Ed has lived in the area his entire life, except for his time at the University of Colorado in Boulder. He currently resides in Sandy Springs, Georgia, with his wife, Kristi, and their children Will, Lukas, and stepdaughter Micah.

Outside of work, Ed maintains an active lifestyle and enjoys biking, fishing, hunting, skiing, and playing tennis.

Education, Training, Memberships

• Retirement Income Certified Professional (RICP®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Consultant (ChFC®)
• Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
• Series 7 and 66 Licensed
• Member, NAIFA Atlanta
• B.A. in Environmental Studies, Business Minor – University of Colorado, Boulder (2001)

Recognition

• AssetMark Platinum Advisor
• AssetMark Field Advisory Board (2023–2025)
• MDRT Top of the Table Qualifier (2019–2025)
• Guardian Leaders Club (2021–2023)
• Five Star Wealth Manager (2017, 2019–2023)*
• NAIFA Atlanta’s Top Advisors Under 40 (2011–2020)*

To learn more about Ed, take a look at Ed Inman - Beyond the Advisor.

To view Ed's blogs, visit his article archive. Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)

• Team Members