“Assuring the Legacy Thrives for Generations”

We’re Still Here

Transition Planning

Knowledge and Peace of Mind Go Hand in Hand

Ascent Financial exists to enhance lives through financial clarity. Many of us spend more time planning our weekends than we do planning our financial futures, not because security isn’t important, but because financial and business planning can be daunting. At Ascent, we believe that when you have a solid understanding of how income, savings, debt, investments and insurance work in tandem and affect each other, you’ll have built a solid financial foundation for yourself and the people who depend on you.

Who We Are

At Ascent Financial, we have the best interests of our clients in mind. We have over 100 years of combined experience in helping our customers meet their financial goals. Learn more about the team that is stubborn on vision but flexible on details.


Trust the challenges associated with retirement, estate and succession planning to the expert team at Ascent Financial and watch your lifetime of hard work live on.

Insurance planning

Determining your insurance needs can feel overwhelming. We’ll help you and develop a clear understanding about your situation and what risks you’ll need to alleviate in order to provide for yourself and the people you care for.

Financial planning

We put you and your loved ones in control of your financial future.

our competitive advantage


Prestigious team of consultants coming together to provide niche services to the highest standard


Continue to outwork the industry average; which in turn will allow us to outpace and surpass competitors

Make it easy

Have deep conviction with turn-key processes.

Create long-term relationships with clients; not transactional minded

we serve "you"

A boutique firm providing comprehensive services in insurance planning, consulting and financial planning

core business

  • Traditional transition planning
  • Distressed businesses and business mapping
  • Family/business dissolutions and hardships
  • Conflict resolution
  • Tax related planning
  • Estate related planning
  • Human resource related planning
  • Peer groups

Our Vision & Goals

At Ascent Financial, we are stubborn on vision and flexible on details. Our team of uniquely talented planners and advisors have come together to provide financial services that are tailored to your individual needs for a lifetime and beyond. Ascent Financial works harder than any other company in the industry to offer our clients the most comprehensive insurance planning, retirement planning and asset management services available. Our deep commitment to the fiscal health of the people we serve has helped us create long-term relationships throughout the region.


Securities and advisory services offered through Triad Advisors, LLC, member FINRA/SIPC.  Triad Advisors, LLC is under separate ownership from any other named entity.

Check the background of your financial professional on FINRA’s BrokerCheck.


Minnesota, Wisconsin, Illinois, South Dakota, Iowa

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