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Ascend Financial is an Independent Fee-only Financial Planning and Registered Investment Advisory firm. Our goal is to help you achieve or enhance your peace of mind.

Most folks aren't looking for fancy reports or elaborate financial terms to provide peace of mind. What you need is someone to sit on your side of the table and trust that they are always looking after your best interests.  

We're here to talk with you, at your level, about the topics that apply to your life. Whether you want to review your overall financial situation, or discuss specific issues of immediate concern, we are committed to empowering our clients with sound and objective advice.  

If you’re interested in pursuing your financial goals from an educational approach rather than a sales approach, it would be a privilege to serve you.

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 complimentary Get Acquainted meeting.  

Book Appointment

Need a little more information?
Click on one of the services below or browse our site 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. 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 →

Workplace Financial Education and Employee Financial Planning

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 →

Financial Check-up and 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 →