A complete list of active advisors currently associated with Ascend Financial Advisers, Inc

Warmer can help you find a great advisor at Ascend Financial Advisers, Inc or one who fits your needs even better.

Ascend Financial Advisers, Inc. provides financial planning and investment supervisory services to individuals, families, trusts, estates, and related entities including small family businesses, addressing matters such as retirement and estate planning, divorce planning, education funding, and investment management. Client assets are held with independent custodians and the firm is compensated solely by client fees rather than commissions. The firm employs a tactical asset allocation approach, combining passive index and ETF exposures with actively managed funds, dividend-paying stocks, and individual municipal bonds when appropriate, and constructs individualized portfolios rather than using model portfolios or composites. Accounts are typically managed on a discretionary basis with client-specific restrictions and a review cadence negotiated with each client. What is distinctive about the firm is that its principal maintains a separate, active legal practice as a California-licensed attorney and provides estate-planning and domestic-relations legal services to clients; the brochure discloses this overlap, the potential for conflicts of interest, and states such conflicts will be disclosed and managed. The firm also generates net-worth reports that include approximations for hard-to-price assets and encourages clients to compare those reports with custodian statements, and it does not accept sales commissions or vote client proxies on behalf of clients.

To learn more about the advisors currently working at Ascend Financial Advisers, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.