Welcome to Ascend Financial - A Remarkably Different Financial Advisory Firm!
Ascend Financial is unique among fee-only financial planning firms. We are committed to providing objective financial advice and peace of mind for people at all stages of life. We equip and inspire clients to enjoy their lives today, and feel more confident about their financial future.
At Ascend Financial, we believe that Financial Planning is about more than numbers crunching. It's about people's lives, hopes and dreams.
Your life is unique. Your values and goals are personal. Your financial plan should be unique and personal - not a “cookie cutter” approach to lure you in as a means to sell high cost products or manage your investments.
We tailor our services to meet the individual needs of each client; whether projects on an hourly basis or ongoing comprehensive financial planning on a monthly retainer basis.
OBJECTIVITY & INTEGRITY
Independence counts when choosing an advisor you can trust. Ascend Financial is an independent, fee-only financial planning and Registered Investment Advisor firm. As a fee-only fiduciary, we do not sell financial products for a commission. That means that there is no sales pitch or pressure. Just unbiased advice - always in your best interest!
We serve as a financial coach and advocate; partnering with you to achieve your financial goals.
Advisor. Coach. Mentor. Guide. Yes, it’s a big responsibility - and not one that we take lightly.
You will be making crucial decisions based on the level of trust, wisdom, and discernment of your financial advisor. We hope that you will consider carefully both the credentials and the philosophy of the advisor who will have the privilege of serving you.
We are always happy to answer your questions about Ascend Financial, and invite you to Contact Us to learn how we can help you achieve your financial goals...and Peace of Mind.