What Sets Us Apart
Why Ascension Advisors?
Ascension Advisors is an independent, fee-only, fiduciary firm dedicated to building exceptional client relationships. Our high-value offer delivers tailored financial planning through personalized service, best-in-class technology, and a proactive strategy that evolves with each client’s journey.
Independent
As an independent firm, we have the flexibility to offer strategies, investment products, and services that truly align with our clients’ values and goals. Every ascent is unique, and our independence allows us to craft personalized plans and strategies tailored to each client’s journey.
Fee-Only
Our fee structure is simple, transparent, and competitive because minimizing costs is essential to financial success. We are compensated solely through advisory fees—never commissions, product sales, or referral fees.
While keeping fees low is important, delivering meaningful value matters even more. Our high-value offer ensures every strategy, insight, and service exceeds expectations, providing exceptional benefits to our clients.
Asset Security
Your assets are securely held by a qualified custodian, granting us limited authority for trading and advisory fees. We follow industry standards to ensure clients assets and personal information are protected.
Your Partner in the Ascent
Why Choose a CFP® Professional?
A Certified Financial Planner (CFP®) offers a higher level of expertise, accountability, and holistic financial guidance compared to other financial advisors.
Here’s why working with a CFP® can be an advantage:
Comprehensive & Fiduciary-Focused
Unlike advisors who focus solely on investments, CFP® professionals integrate retirement, tax, estate, and risk planning into a cohesive strategy—tailored to your goals and backed by a fiduciary duty to act in your best interest. This sets them apart from advisors held only to a suitability standard.
Strategic & Behavioral Guidance
CFP® professionals go beyond financial plans. They serve as ongoing coaches—helping clients manage market emotions, navigate life changes, and stay focused on long-term success.
