Where Business, Family, and Financial Decisions Align

A multidisciplinary advisory firm providing structured, fiduciary guidance for individuals, families, and business owners facing important transitions.

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Meet The Team

One Firm. Three ways to Help.

For too many people, a financial plan isn't really a plan at all — it's the accidental result of individual decisions made with different advisors at different times. Ascent Advisors brings those pieces together. Whether you need us in one area or all three, our team delivers the clarity that turns disconnected decisions into a confident, coordinated strategy.

Business Evolution Planning:

Strategic consulting for family-owned businesses navigating growth, succession, and multi-generational legacy.

  • Readiness Assessment

  • Succession & Transition Planning

  • Business Development & Org. Effectiveness

  • Fractional CEO & Financial Advisor Services

  • Merger, Acquisition & Exit Planning

  • Estate & Wealth Transfer

  • Leadership Coaching & Successor Development

Wealth Management:

Comprehensive, ongoing financial guidance through every stage — investments, retirement income, estate planning, and more.

  • Retirement Income Planning

  • Investment Management

  • Tax Reduction Planning

  • Estate & Legacy Planning

  • College & Education Planning

  • Survivorship & Continuity Planning

  • 1031 Exchanges & Real Estate Planning

  • Group & Employer Retirement Plans

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Insurance Solutions:

Protection planning for every stage of life — from growing families to retirees and seniors.

  • Medicare Planning

  • Affordable Care Act Health Plans

  • Life Insurance

  • Long Term Care Solutions

  • Disability Insurance

  • Critical Illness & Hospital Indemnity Coverage

  • Estate & Final Expense Planning

  • Business Owner Protection

What Makes Ascent Advisors Different

Integrated Across Disciplines

1

Business planning, wealth management, and insurance under one roof — working together, not in silos.

Client First, Always

2

Our recommendations are built around your goals and your life — and as fiduciaries, we're legally and ethically bound to keep it that way. You'll never wonder whether the advice you're getting is in your best interest. That's not a promise. It's our obligation.

Practical, not Theoretical

3

We build plans that account for real family dynamics, real business constraints, and real life. Not binders that sit on a shelf. We also guide you through the implementation of the plan, we don’t just leave it you.

Long-Term Relationships

4

In every area we support our clients in, we're not here for a transaction. We're here to grow with you, adapt as life changes, and stay by your side.

100+ Years Combined Experience

A team that has worked with thousands of families — across wealth planning, business succession, and senior benefits.

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