Elevating Outcomes. Securing Futures.
We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.
Whether you are just starting out on your financial journey, or have years of hard work to build upon, Ascent is here to help create your tomorrow. Ascent Financial Group is your trusted advisor team – taking the time to get to know where you are and where you want to be.
Our team of advisors are here to help with retirement and protection strategies, for both individuals and small businesses. Ascent Financial Group is here to add an extra level of support to new or existing Equitable client portfolios. Led by seasoned Equitable partners, the leadership team is complemented by a senior team of planned successors, poised to provide continuity to each account.
Because Your Financial Journey Impacts Your Future Generations
Ascent Financial Group was founded by a core group of advisors committed to working better, smarter and with purpose. We have created a client-first strategy that starts with exploring your financial goals and objectives, then providing thoughtful, long-term strategy that keeps your future generations in mind.
When you work with our advisors, you benefit from a full team of experts in a variety of specialties. Together, we’ll find the best financial path for you no matter your objective.
At Ascent, we put forward a higher standard of excellence, trust and teamwork – all focused on providing the best futures for our clients. Our lasting success is based on how well we deliver on your dreams.
A Process Centered Around You
MEETING YOU
WHERE YOU ARE
We take the time to get to know you - where you’ve been, and where you’d like to go.
CRAFTING
A PLAN
Using your dreams as our guide, we develop a financial road map focused on retirement and beyond.
CUSTOMIZED
PORTFOLIOS
Our investment portfolios are designed exclusively with you in mind.
A DEEP
BENCH
Work with the best – all backed by the world-class resources of Equitable.
FOR YOUR FAMILY
At Ascent, family is our top priority – and we build on that culture by helping our clients to create a legacy through careful, customized planning. As your financial advisor, we can guide you through funding that college experience, retirement planning, and whatever life brings you.
THROUGH BUILDING FUTURES
The success of every business is based on the strength of the team. Ascent brings our team to the table to provide custom retirement plan solutions to help your employees and business thrive. We take the complexity of financial planning out of mix to provide simple, concise programs to help attract and retain top-notch employees.