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The wise use of financial resources throughout your life is a crucial element of your overall well-being and security—from saving for college or retirement to managing life’s transitions to living a fulfilling retirement.

At Ascend Financial, we are eager to assist you in making sound financial decisions that move you toward your personal goals and peace of mind

We have found that most folks aren't looking for fancy reports or elaborate financial terms and strategies to provide peace of mind. You want someone to sit on your side of the table and trust that they are always looking after your best interests.  

As an independent fee-only financial planning and registered investment advisory firm, we are held to a fiduciary standard to always put our client's best interests first. 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.  

We invite you to learn more about Ascend Financial and our desire to partner with you on your journey to financial peace of mind. 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 →