As you browse this site you'll discover a uniquely different kind of financial advisory firm. True, we provide traditional financial planning and asset management services. But more importantly, we take a proactive approach in providing close, personalized service that is more results oriented than the average financial advisor.

This Website is just one form of communication enabling me to provide you with timely information that will keep you up-to-date and informed. Please take some time to browse around our Website. It has been designed to be a useful resource to my valued clients, friends, and visitors. Remember to bookmark this site as it is continuously updated.

Website Update

Services

Client Services

Report

Ascend Financial Advisors, Inc. ("Ascend") provides fee-only financial planning and investment management services to individuals, families and small businesses. As attorneys and financial advisors we are uniquely qualified to provide a broad range of advice to our clients. This allows clients to make the most informed decisions possible.

Our Firm

Report

We seek to maintain and improve our professional competence in each pertinent financial discipline. We interact with other professional advisors of clients as a catalyst for agreed-upon implementation steps. We monitor the capital markets and remain prepared to take necessary action for the successful accomplishment of our client's investment policies.

Our Mission Statement

Report

Ascend was established to provide our clients long-term value added financial counsel and investment performance with exceptional service. Ascends purposes are to work alongside our clients in articulating, establishing and achieving their financial life goals. Our financial planning and investment management precepts are based on a straight forward idea.

QDROS and more

Report

For parties to a a dissolution of marriage or legal separation, the retirement plan may be the single most important marital asset. Over 100 million Americans are covered by ERISA, military, and civil-service employee benefit and Pension plans. These plans contain well over 4 trillion dollars. Pension rights are usually a divorcing couples largest or second largest asset (the other being the family home).

Insights

Report

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Reviews

Be the first to review Ascend Financial Advisers.

Write a Review