A complete list of active advisors currently associated with Ascension Advisors
Warmer can help you find a great advisor at Ascension Advisors or one who fits your needs even better.
Ascension Advisors serves individuals, high‑net‑worth clients, trusts, estates and charitable organizations with asset management, comprehensive portfolio management, and standalone financial planning and consulting. The firm integrates tax‑planning strategies into client engagements and, when appropriate, coordinates with an unaffiliated third‑party tax planning provider. Portfolios are tailored to each client’s objectives and are continuously monitored and rebalanced as needed, using a range of approaches from strategic asset allocation to tactical trading. The firm draws on multiple analytic methods — including fundamental, technical and quantitative analysis — and may incorporate alternatives, options, and margin in accounts where appropriate. A notable feature is the firm’s offering of firm‑sponsored educational seminars for groups, provided at no cost and explicitly presented as general, non‑personalized information. The brochure also emphasizes a broader planning scope than is typical for a small adviser — including corporate and personal tax planning, cost‑segregation studies and mortgage/debt analysis — and notes a recent update to its tax‑planning strategy disclosures.
To learn more about the advisors currently working at Ascension Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 10
|
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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.
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