Today we’d like to introduce you to Ashton Roane.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
I graduated from Southwestern University in 2012 and started my career in consulting, where I learned how to solve problems, communicate clearly and build strong relationships. Along the way, I developed a passion for personal finance and investing. What began as a hobby turned into a desire to help others make smarter financial decisions.
That led me to earn my securities licenses and begin building an advisory practice with Modern Wealth. I’m still early in that journey, and I’m proud of that. My focus isn’t on growing as fast as possible – it’s on earning trust, continuing to learn and helping people simplify their financial lives so they can focus on what matters most.
Outside of work, I enjoy reading, working out, traveling, and spending time with my fiancée, friends and dog. I’m also passionate about finding creative ways to make financial planning feel more approachable and useful for the local community.
I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
Not at all. The biggest challenge has been building an advisory practice while working full-time in consulting. It forces me to be intentional with my time and focus on what creates the most value.
I’ve also learned that this business runs on trust and trust can’t be rushed. Early in your career, you don’t have decades of experience to point to, so you earn credibility by being prepared, listening well, continuing to learn, and consistently doing what’s best for the people you serve.
It’s a slower path but I believe it’s the one that leads to lasting relationships.
Thanks – so what else should our readers know about Modern Wealth?
I’m building my practice around a simple idea: financial planning should be understandable, practical and personal.
I work with individuals and families to create clear financial plans that help them make confident decisions about investing, retirement, taxes, insurance and other important financial goals. Just as important as the recommendations is helping people understand why they’re making them.
If there’s one thing I want people to know, it’s that you don’t have to have millions of dollars to benefit from financial planning. Everyone deserves a clear plan and someone they trust to help guide them.
I’m especially proud of the foundation I’m building—one based on education, integrity and long-term relationships rather than sales. My goal is simple: help people feel more confident and less stressed about their financial future.
Can you talk to us a bit about happiness and what makes you happy?
I love seeing progress. Whether it’s helping someone reach a financial goal, learning a new idea or improving a small habit, I enjoy the process of getting a little better every day.
Outside of work, health and fitness are a big part of my life. I start most mornings with a cold plunge, lift weights, practice hot yoga, run on weekends and spend time in the sauna. Staying healthy gives me the energy to show up at my best in every area of life.
Most of all, I enjoy spending time with my fiancée, friends, and family. At the end of the day, that’s what financial planning is really about—using money as a tool to build a life you enjoy, not making it the goal itself.
Contact Info:
- Website: https://www.modernwealthatx.com/
- Instagram: https://www.instagram.com/ashtonroane.wealth/
- Facebook: https://www.facebook.com/aroane89
- LinkedIn: https://www.linkedin.com/in/ashton-roane/
