Ascend Advisory Group, founded in 2001, specializes in wealth management and financial planning for individuals, small business owners, and closely held businesses. With $2.5B in assets under management (as of 12/31/25), the firm offers services including investment planning, retirement strategies, estate planning, and tax planning.
Their team of certified financial advisors provides personalized solutions aligned with clients' values and long-term goals.
2x support staff to financial advisors ratio
In-house portfolio team with tax sensitivity focus
Forbes Best-In-State Wealth Management Teams recognition
Personalized approach with direct team interaction
Services
Investment Planning
Constructing portfolios aligned with client goals while balancing risk, return, taxes and costs
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