W. Edward Inman, Jr., ChFC®, CFP®, RICP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
Edward Inman left a career in the Fire Service with the City of Alpharetta in 2008 and joined Ashford Advisors. He was a client of the firm at the time and felt like he could share the experience and holistic financial planning process his family benefitted from and make a positive impact on families and their finances. Since joining Ashford Advisors, he has helped hundreds of families, business owners, and foundations become more organized, better protected, and build wealth efficiently within their risk budgets.
In addition to building his own successful practice at Ashford, Ed is incredibly involved with multiple operational aspects of the firm. He is part of a team that oversees the Investment Department for Ashford, helping guide Advisors and Clients with investment advice, workflows, compliance, and portfolio management. He also leads the Training Department for all of Ashford that encompasses Advisors in 8 states across the Southeast.
Ed is an Atlanta native, having lived here his entire life except for attending university in Boulder, Colorado. He currently resides in Sandy Springs, Georgia with his wife Kristi Inman and children: Will, Lukas, and stepdaughter Micah. In addition to his family and career, Ed keeps an active lifestyle of biking, fishing, hunting, skiing, and tennis.
To learn more about Ed, visit Beyond the Advisor.
To view Ed's past blogs, check out his article archive.
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.S. in Environmental Studies, Business Minor – University of Colorado, Boulder (2001)
- Pi Kapp Alpha Fraternity – President, Beta Upsilon Chapter (2001)
Recognition
- AssetMark Platinum Advisor
- AssetMark Field Advisory Board (2023–2025)
- MDRT Top of the Table Qualifier (2019–2024)
- Guardian Leaders Club (2021–2023)
- Five Star Wealth Manager (2017, 2019–2023)*
- NAIFA Atlanta’s Top Advisors Under 40 (2011–2020)*
Team Members
Keersten Davis
Family
William Edward Inman, Jr., Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0H26101, AR Insurance License Number - 7949786.
*This award is not issued or endorsed by Guardian or its subsidiaries.
**This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award.
*** National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee.
****Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.