Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kory S
CFA®, Series 65
Pleasant Hill, CA
Ascension Wealth Partners, LLC
Kory Swekla is a CFA® charterholder with 25 years of industry experience and has been with Ascension Wealth Partners, LLC since 2008. He holds the Series 65 license and is based in Pleasant Hill, CA. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broad global diversification primarily through indexed and tax-managed mutual funds and ETFs, guided by personalized Investment Policy Statements.
Michael S
Series 63, Series 66
Pleasant Hill, CA
Ascension Wealth Partners, LLC
Michael Sappington is a financial advisor with Ascension Wealth Partners, LLC in Pleasant Hill, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ascension Wealth Partners since 2008. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broadly diversified portfolios using registered mutual funds and exchange-traded funds, with an emphasis on indexed and tax-managed funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters