Wealth Management and Insurance, built around your life
Whether you need investment guidance, retirement income planning, Medicare help, or protection coverage, our team brings the clarity to drive confident decisions.
Medicare Advantage, Supplement (Medigap), and Part D drug plans
MNSure / ACA marketplace plans for early retirees and self-employed
Life insurance — term, whole life, universal, and indexed universal life
Long-term care — traditional, hybrid, and LTC rider options
Disability, critical illness, and hospital indemnity coverage
Business owner protection — buy-sell funding, key person coverage
Wealth management
Comprehensive financial planning — investments, retirement income, tax strategy, and estate planning — coordinated around your goals.
OverviewTwo disciplines. One Integrated team.
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 both, our team delivers the clarity that turns disconnected decisions into a confident, coordinated strategy.
Retirement income planning — Social Security, RMDs, withdrawal sequencing
Investment management aligned to your risk tolerance and time horizon
Tax reduction strategies, including Roth conversions and 1031 exchanges
Estate and legacy planning coordinated with your attorney
College, education, and survivorship planning
Group and employer retirement plan design
Insurance planning
Medicare, health coverage, life insurance, and long-term care protection for every stage of life, never sold in isolation.
Not sure where to start?
A free 30-minute consultation helps us understand where you are and point you toward the right conversation.
How it works
Discovery call ~ We learn about your situation, goals, and priorities
Introductory meeting ~ We dive deeper into your current situation, goals, and challenges to determine if/how we can help
Analysis ~ a thorough review of your financial picture compared to your stated objectives and current planning
Personalized plan ~ clear, coordinated recommendations with no jargon
Ongoing partnership ~ we stay alongside you as life evolves
InsuranceThree Lines of Coverage. One Coordinated team.
Insurance is never sold in isolation at Ascent Advisors. Every coverage recommendation is integrated with your financial plan, business structure, and estate goals — so protection actually does what it's supposed to when it matters most.
Our Approach
We're a team of passionate thinkers and doers, dedicated to building with purpose and clarity. Collaboration and curiosity drive everything we do. Our process is simple, thoughtful, and designed with your experience in mind. We believe great results come from clear steps, open collaboration, and a shared sense of purpose.
Our process is simple and thoughtful.
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
In-person and remote options
Our office is conveniently located in Manhattan. A place to gather, grow, and reconnect.
Our Services
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Meet the Team
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Monet Goode
FOUNDER
With a vision for building something meaningful, our founder brings a blend of big-picture thinking and hands-on experience.
They set the tone for everything we do. -
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Emmett Marsh
SALES MANAGER
Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care. -
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Eleanor Parks
MARKETING DIRECTOR
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience. -
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Karl Holland
CUSTOMER SERVICE MANAGER
Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.
