Last Updated: January 2026
Terms of Use
Absher Wealth Management, LLC (“Absher Wealth Management”) is a Registered Investment Advisor. Absher Wealth Management provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site.
Proprietary papers and writings are the opinions of Absher Wealth Management. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Absher Wealth Management does not guarantee their timeliness or accuracy.
NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES
All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this Site constitutes an offer by Absher Wealth Management to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
COPYRIGHTS
The content of the Absher website on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.
LINKS TO THIRD PARTY WEBSITES
This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Absher Wealth Management. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Absher Wealth Management does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Absher Wealth Management.
THIRD PARTY RANKINGS
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the advisor. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
OUR RIGHTS IN THIS SITE
Absher and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and “look and feel” of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Absher Wealth Management.
DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
THIS SITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. ABSHER WEALTH MANAGEMENT MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.
ESG INVESTING
ESG strategies prioritize ESG criteria over other investment criteria. As a result, such strategies will be more limited in the number and types of investments available and may perform differently than strategies that do not screen for ESG factors. Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by Absher Wealth Management will reflect the beliefs or values of any one particular investor. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. Past performance is not a guarantee or a reliable indicate of future results.
Absher Wealth Management, LLC (hereafter referred to as “Absher Wealth Management”) is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Absher Wealth Management in connection with carrying out our services.
Information We Collect
Absher Wealth Management collects personal information as part of our relationship with you in order to provide client services and fulfill legal and regulatory requirements. The type of information Absher Wealth Management collects may include:
Information Absher Wealth Management receives from you on forms (such as your name, address, Social Security number, profile documents, assets and income);
Information you provide Absher Wealth Management directly about your personal finances or personal circumstances or which Absher Wealth Management may receive from brokerage statements or other information you authorize Absher Wealth Management to receive.
Information Disclosed in Administering Products and Services
Absher Wealth Management shares your personal information for everyday business purposes, including to process transactions, maintain your account, respond to court orders or legal investigations or report to credit bureaus as well as for our marketing purposes. Absher Wealth Management does not sell any personal information about you to any third party. Absher Wealth Management will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Absher Wealth Management has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Absher Wealth Management maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
Absher Wealth Management will update its policy and procedures when necessary to ensure that your privacy is maintained and that Absher Wealth Management conducts business in a way that fulfills our commitment to you. If Absher Wealth Management makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “CPWA,” “Certified Investment Management Analyst,” and “Certified Private Wealth Advisor.” Use of the CIMA, CPWA, Certified Investment Management Analyst, and Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Certified Private Wealth Advisor (CPWA®) designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on management topics and strategies for high-net-worth clients. Prerequisites for the CPWA designation are: a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC® or CPA license; acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements; five years of professional client-centered experience in financial services or a related industry; and two letters of reference from an IWI member, professional supervisor, or currently licensed professional in financial services or a related industry. CPWA designees must complete a six-month pre-class educational component and a five-day classroom education program through The University of Chicago Booth School of Business. CPWA designees are required to adhere to IWI’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investments and Wealth Institute (IWI®). More information about the designation can be found at www.investmentsandwealth.org.
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
The Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments and Wealth Institute demonstrates certification in portfolio construction, focusing on asset allocation, due diligence, risk measurement, investment policy, and performance measurement. Candidates for the program must complete an executive education program through an approved education provider, and successfully complete the certification exam. CIMA designees are required to complete 40 hours of continuing education every two years.
The Certified Public Accountant (CPA) is the statutory title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements. Certification is administered by each state.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
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