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Discover The Ascendancy Advantage

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!

Our History

Partnership – we work with clients from start to finish, and pride ourselves in being fully engaged in helping them find opportunities for growth.

 -Brian Patterson

Our Values

Innovation – we offer a full range of methodologies, so that we can create the best plan for our clients’ specific needs.

 -Christine Stine

Our Process

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.

 -Sandy Daus

Our History

Insight – we go beyond numbers to uncover actionable insights into our clients’ needs in an effort to create and execute effective, long-term strategies.

 -Mike Maggiore

Our Process

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.

 -Mike Kachmar

Our Values

We love what we do - working with financial professionals who love what they do enhances client experience, and makes each step more impactful.

 - Kristin Rients

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OVER 23 YEARS IN BUSINESS

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

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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.

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750M 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.

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