Educated Investors LLC

Educated Investors is an advisory firm founded by Mark Ashe, primarily serving school employees and their families with a philosophy focused on affordable, accessible financial guidance and education. Educated Investors aims to help everyday investors better understand their finances and build confidence in their decision-making. The firm provides two main offerings: comprehensive wealth management and financial planning services. Under wealth management, Educated Investors builds and actively oversees personalized investment portfolios utilizing a passive investment approach, primarily employing low-cost index mutual funds and exchange-traded funds to achieve broad diversification while keeping costs and turnover low. Financial planning services are also available independently through project-based or ongoing arrangements covering retirement, college savings, tax strategies, and basic estate planning. Educated Investors operates with a strong educational mission, driven by Mark Ashe's background as an economics teacher and financial literacy advocate, ensuring clients understand the strategies being implemented on their behalf.