. -->

Welcome to Ascend Financial
Providing Independent Financial Planning and Tax-Savvy Investment Consulting for Your Peace of Mind

: a state of tranquility or quiet
: freedom from disquieting or oppressive thoughts or emotions
  (Merriam- Webster Dictionary)

  • Are you concerned about important financial decisions  and wondering where to go for objective guidance?
  • Would you like to replace the worry of unresolved financial issues with peace of mind?
  • Do you want someone to sit on your side of the table and trust that they are always looking after your best interests, rather than selling you a financial product?

At Ascend Financial we provide sound solutions and personalized financial plans to help our clients achieve their most cherished life and legacy goals.
We help bring clarity to the complex world of markets, taxes, retirement and other life transitions. By taking a holistic approach to wealth management, we can help you to coordinate all of the different pieces of your financial puzzle - making sure your financial life is optimized and efficient.

Most folks aren't looking for fancy reports or elaborate financial terms to provide peace of mind.  We seek meaningful conversations with clients - to understand and address the the unique financial issues you face in life. Whether you want to review your overall financial situation, or discuss specific issues of immediate concern, our mission and passion is to equip and empower you with personalized and objective counsel which enhances your financial peace of mind.

Ready to start a conversation?
Yes, our approach is different. We hope you find it to be a breath of fresh air.
If so, we hope you’ll schedule a FREE introductory Get Acquainted meeting. 

Need a little more information?
Click on one of the services below or the menu at the top of the page to learn more. Whether you want to meet once to discuss a single topic or you're seeking an ongoing advisory relationship, we offer flexibility to accommodate your needs:
Holistic Financial Planning

Your values. Your life. Your plan.
Financial Peace is what happens when you align your resources with your values.  Holistic Financial Planning is how you get there. We guide you to identify your priorities, then organize the various aspects of your financial life in a holistic plan designed to support your personal values and goals. Learn more →

Investment Consulting 

Objective. Diversified. Tax-savvy.

We provide investment recommendations which consider all of your assets - including employer plans, if desired.

There are fundamental principles such as diversification, tax-efficiency, and low costs which increase your chances of success. How does your portfolio compare? Find out with an independent portfolio review. Learn more →

Employee Financial Education

Unbiased. Customized. Effective.

We provide conflict-free financial education and planning to help increase utilization of employee benefits and retirement plans ... and ultimately the employers bottom line. Our goal is to show employees how to make educated decisions, resulting in a stronger financial future. We don't solicit for financial product sales or assets under management.  Learn more →

Hourly Planning

Flexible. Personal. Focused.

Just have a few questions and don't know where to go for unbiased financial advice? Hourly engagements are offered to address your specific financial concerns quickly and cost-effectively. We cover topics of your choice. It all depends on your questions, your goals, your specific needs.  You receive sound and objective advice at a fair and transparent price. Learn more →