Asher Witham
CFP® | Financial Advisor
Asher Witham
MY WHY
Why I Became a Financial Advisor
I was drawn to financial planning because it sits at the intersection of numbers and people. The pursuit to better understand the art and science behind both areas is a priority of mine. I have always enjoyed problem-solving, but what ultimately motivated me was seeing how impactful good financial guidance can be when it is paired with education and trust.
MY FOCUS
Holistic Financial Planning
I take a holistic, goals-based approach to financial planning, partnering with individuals and families seeking clarity and confidence in their financial lives. Whether the goal is building wealth, navigating major life milestones, or preparing for retirement, I strive to empower clients with the knowledge and strategies they need for informed decisions.
My role is to help clients see how all aspects of their financial life connect, from cash flow and investments to taxes and long-term planning. I am dedicated to developing thoughtful, personalized strategies that adapt as clients’ lives and priorities evolve, always ensuring my recommendations remain practical and easy to understand.
About Asher
Asher Witham joined Forum Financial Management as a client service associate and paraplanner in 2023. Before joining Forum, Asher held sales and marketing roles with organizations including AEG (Los Angeles Kings and Galaxy), and Pepperdine University. These experiences strengthened his ability to understand client needs across both B2B and B2C environments.
During his time as a paraplanner, he supported lead advisors in delivering comprehensive financial planning. In that role, he gained hands-on experience in investment analysis, retirement planning, tax planning strategies, and client relationship management.
Asher is a CERTIFIED FINANCIAL PLANNER® professional. Asher holds a bachelor of science in business administration from Pepperdine University in Malibu, California. Outside of work, Asher enjoys traveling, playing and watching sports, snowboarding, and staying active outdoors.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
