Ascendancy financial advisors use a straightforward and steady approach to investing - first by understanding your unique goals, and then developing long-term investment strategies designed to help you reach them.
With over 150 years’ combined experience, our unique insights, innovative and proprietary investment strategies, and belief in ongoing and open communication will allow your partnership with Ascendancy Financial Group to flourish - so you can stay true to your goals.
Find out why our clients love us today!
Partnership – we work with clients from start to finish, and pride ourselves in being fully engaged in helping them find opportunities for growth.
Insight – we go beyond numbers to uncover actionable insights into our clients’ needs in an effort to create and execute effective, long-term strategies.
Innovation – we offer a full range of methodologies, so that we can create the best plan for our clients’ specific needs.
Communication – our advisors strive to convey key insights in clear and concise ways, so that our clients can gain an understanding of each component of their approach.
Experience – we offer over 150 years collective experience, which allows us to make the most of and provide the most meaningful use of our clients’ time.
We love what we do - working with financial professionals who love what they do enhances client experience, and makes each step more impactful.
Client service – we value our clients and our partners are always available to help. With us, clients always have a senior partner involved with their accounts.