Ashley’s Approach
Ashley R.G. Olivas
CFP®, CPA, MaCC
Financial Advisor
Overview
Ashley Olivas is a financial advisor who focuses on comprehensive financial planning from our Santa Fe, New Mexico, and Scottsdale, Arizona, offices. A CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), she is knowledgeable across a broad range of financial planning areas, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income strategies, insurance needs analyses, debt management, and education funding.
Her path to financial advising began with internships at accounting firms in Santa Fe and Fort Collins, Colorado. After completing an internship with Savant, Ashley joined the firm full-time and now works with clients across the Southwest to help them pursue their financial goals through personalized planning.
Ashley is a member of the American Institute of Certified Public Accountants (AICPA), the New Mexico Society of CPAs, the Santa Fe Chamber of Commerce, and the Santa Fe Hispanic Chamber of Commerce. In 2023, she was honored as one of the Santa Fe Hispanic Chamber’s 40 Under Forty Top Business Leaders1, recognizing her contributions to the Santa Fe and Northern New Mexico business community. Motivated by a passion for supporting emerging leaders, she joined the Chamber’s Board of Directors and was elected President in 2026, where she continues to advance the organization’s mission of fostering business growth, leadership, and community impact.
In 2024, Ashley received national attention as an Excellence Awardee, or finalist, for InvestmentNews’ Women to Watch Rising Star Advisor of the Year award2. In 2025, WealthManagement.com honored her as a Rising Star of the Year at its Industry Awards, known as the “Wealthies.”3 The award recognizes next-generation professionals who demonstrate vision, creativity, integrity, and measurable impact within their firms and across the wealth management profession.
Beyond her work with clients and professional organizations, Ashley brings a strong service-oriented background to her role. She proudly served for more than 11 years in the New Mexico Air National Guard, an experience that helped shape her disciplined and client-focused approach to financial planning.
Ashley holds a bachelor’s degree in business administration with concentrations in accounting and financial planning and a Master of Accountancy (MAcc) with a specialization in taxation from Colorado State University.
When she’s not working with clients, Ashley and her husband, Mario, enjoy hiking, skiing, and discovering New Mexico’s local restaurants and scenic destinations.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- Colorado State University
Bachelor of Science in Business Administration with concentrations in Accounting and Financial Planning
Master of Accountancy (MAcc) with a specialization in Taxation
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Financial Planning Association – member
- Santa Fe Chamber of Commerce – member
- Santa Fe Hispanic Chamber of Commerce – board member, president
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
“Bulls” and “Bears:” Where do those terms come from?
Given the broad impact of our market downturn, you have probably heard the term, “bear market.” But have…
Estate Planning Considerations in New Mexico
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations…
All Insights by Ashley R.G. Olivas
3 insights
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
“Bulls” and “Bears:” Where do those terms come from?
Given the broad impact of our market downturn, you have probably heard the term, “bear market.” But have…
Estate Planning Considerations in New Mexico
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations…
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SearchDisclosures
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.
1 2023 Santa Fe Hispanic Chamber of Commerce 40 Under Forty Top Business Leaders: This annual ranking published in 2023 was designed to recognize 40 young professionals in the Santa Fe Community who are up-and-coming leaders in their field of work who strive to make a positive impact in their community. Savant did not pay to participate in this ranking.
2 2024 InvestmentNews Women to Watch: Rising Star Advisor of the Year: This annual award published in September 2024 was based on nominations submitted from June 3 to July 12, 2024. An independent panel of judges selected Excellence Awardees (finalists) through a review of nominations and independent research. Savant did not pay to participate in this award.
3 2025 WealthManagment.com Rising Star of the Year: This annual rating was published in September 2025 and was based on nominations submitted from February to May 2025. An independent panel of judges in the industry selected winners from more than 1,200 nominations for the Wealth Management Industry Awards. The panel reviewed and verified the final results, which were announced at the live awards gala. Savant did not pay a fee to be considered for this award.