Savant Wealth Management

Ashley E. Tate

CPA/PFS, CFP®, MPAcc

Director of Tax & Consulting / Member Owner

864.833.4450

Overview

Ashley is a director of Savant Tax & Consulting in our Clinton, SC office. She has a membership interest in Savant.

Ashley is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA). Ashley is a CERTIFIED FINANCIAL PLANNER® professional and a Certified QuickBooks ProAdvisor.

Ashley has been involved in the financial services industry since 2011. She was with Peay & Associates, LLC, CPAs until it joined with Savant Tax & Consulting in 2023.

Ashley is a member of the AICPA. She is an active member of Broad Street United Methodist Church where she serves as chair of the Finance Committee. She serves on the board of the Laurens County Healthcare System by appointment from the Governor of South Carolina.

Ashley earned a bachelor of arts degree in accounting with a minor in economics from Wofford College in Spartanburg, SC and a master of professional accountancy (MPAcc) degree with concentration in taxation from Clemson University.

In her spare time, Ashley enjoys spending time by the water, cheering on the Wofford Terriers and Clemson Tigers, and attending as many country music concerts as possible.

Areas of Focus

Ashley’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Accounting & Consulting Services

Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.

Accounting & Consulting Services

Education

  • Wofford College, Spartanburg, SC 
    Bachelor of Arts in Accounting
  • Clemson University 
    Master of Professional Accountancy (MPAcc) with concentration in Taxation

Professional Designations

  • Certified Public Accountant / Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER® professional
  • MPAcc

Affiliations

  • American Institute of Certified Public Accountants (AICPA) – member
  • Broad Street United Methodist Church – member, Finance Committee chair
  • Laurens County Healthcare System – board member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

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Office Locations

Serving clients from our Clinton office.

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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