About Us

Our Mission

Our company and its affiliates are award-winning, established leaders in the financial services industry. Our experience, expertise and investment philosophy allow us to set our clients on the quickest path to their dreams.

To make certain our clients have the most efficient plans possible we offer customized guidance and proprietary strategies that help to provide financial peace of mind to the clients, friends, families, and communities we serve.

Whether it's managing assets, personal financial planning, holistic financial coaching, developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis our team's combined experience, credentials and knowledge allow our firm to provide superior, cost-effective financial strategies designed to help our clients realize their financial goals.

Our mission is simple: to provide innovative and practical financial programs for our valued clients for many years to come.

Envision your future, start building your legacy - find a path with Ascendancy Financial Group.

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$1b Assets Under Care

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.

Over 150 Years Combined Experience

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.

25 Years in Business

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.

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Retirement Planning

Everyone has the right to a strong financial future. That's why our first priority is helping you take care of yourself and your family by learning more about your personal situation and identifying your dreams and goals. It is this open and honest communication that has been the cornerstone of our success.

We place great focus on understanding our client’s needs and work to create a holistic approach to financial planning using cutting edge financial planning software. Together we will find a path to achieve your goals while still accommodating any inevitable surprises that present along the way.

Financial Planning

Full Range Financial Planning

Certified Holistic Financial Coaching

Private Wealth & Asset Management

Ability To Adapt Strategies For Life Changes

Consistent Review & Planning Stress Testing

Examining Wealth Strategies

Assets

Liabilities

Tax Planning

Estate Planning

Business & Succession Planning

Investment Planning

Platforms & Accounts designed specifically to address clients’ long & short-term needs within IRAs, 401(k), 403(b), 457 & Non-Retirement plans. We place great focus on understanding our client’s needs and together find a path to help navigate all of life’s journeys.

Asset Management

We pride ourselves on the private wealth management experience our clients have in working with our team as we help clients navigate all of life’s journeys while adjusting investment & risk management portfolios to always remain in alignment with our client’s best interests.

23 Years In Business

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.

Learn more

Over 150 Years Combined Experience

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.

Learn more

$1b Assets Under Care

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.

Learn more