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Enjoy the journey.

Work with an established team of advisors who can help you steward your money well.

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A good financial plan starts with an advisor who listens well.

Your life is complex - you need more than just a cookie cutter financial plan. At Ascendant Financial Solutions, Inc., we believe getting to know you, your goals, and your passions is an essential step in the financial planning process.
Our goal is to help you rest easy knowing that the people managing your money have your values in mind.

An approach like no other.

Big Goals

You’ve done the hard work. It’s time to enjoy the view. Let us guide you down a path that honors your values and goals. Complex financial goals require complex financial plans, and Ascendant Financial Solutions, Inc. has the expertise to guide you toward even the most involved financial goals.

Values First

Your journey preparing for retirement and enjoying your non-working years starts with your values being placed front and center. As a team, we believe in being intentional and conscientious with our financial planning strategies, so we’ll make sure to make responsible recommendations as well as hold your personal values as a top priority.

Save Time

We’ll save you time so that you can spend your days doing the important things in life - enjoying your days with your loved ones and putting your energy toward the values you’re most passionate about.

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Complimentary Ebook:
Protect Your Retirement Nest Egg With Smart Tax Planning

This eBook offers you clear tax planning strategies that will help retirees or high-net-worth individuals protect their assets from unnecessary taxation.
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Complimentary Ebook:
The Impact of Higher Interest Rates

This eBook is The Investor’s Guide to Surviving Inflation helping to navigate high-interest rates and thick global tension.
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We’ll make sure we “get” you before we map out the path to your financial goals. We take the extra step of getting to know you well so that we can do the best possible work for you as your advisors.

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What’s your first memory of money?

This is a question we ask all our new clients. Knowing where you’re starting from is an important part of reaching higher than you ever have before. We’ll work with you to understand where you are and where you’re headed.
At Ascendant Financial Solutions, Inc., we know that your time is valuable, your goals are important, and your values should be front and center in your financial plan. We have the experience and established processes to create a tailored financial plan for you.
Using our time with you effectively and putting our years of experience to work to help you reach your goals, we’ll help you steward your money well so that you and your family can enjoy the benefits of your hard work.
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The Ascendant Blog

Rebalancing Can Help Keep Your Portfolio Healthy

Rebalancing Can Help Keep Your Portfolio Healthy

Diversification is a word that gets thrown around a lot when it comes to investing. But how many investors really understand what diversification means?  In...

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When And Why Does My Risk Tolerance Change?

When And Why Does My Risk Tolerance Change?

Would you consider yourself a risk-taker or do you prefer to play it safe? Maybe you are somewhere in the middle and prefer research and...

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July 2022 Stock Market Report

July 2022 Stock Market Report

Have the clouds parted yet, offering some inflation relief for Americans? The answer is simply not yet… With the ring of a recession in the...

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June 2022 Stock Market Report

June 2022 Stock Market Report

The combination of supply chain issues and the war in Ukraine are leaving an undeniable impact on the market. To top it off, Taiwan is...

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What is a Risk Assessment and Do I Need One for Retirement?

What is a Risk Assessment and Do I Need One for Retirement?

Retirement planning and careful investment management work hand in hand to identify hazards and lower your financial risk. Ideally, individuals and families should begin this...

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May 2022 Stock Market Report

May 2022 Stock Market Report

The Fed’s anxiously anticipated rate hikes worry larger investors while economists hope that workforce costs and inflation may level off soon. Yes, we are all...

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Our Second Opinion Service

We don't engage clients unless we can add substantial value to their financial lives. At the conclusion of our second opinion service, you will have greater peace of mind and a written road map for any recommended changes.
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