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 provides investment advisory and financial planning services to individuals, high net worth individuals, and institutional-type clients such as trusts, estates and charitable organizations. Services described in the brochure include discretionary asset management, comprehensive portfolio management and standalone financial planning and consulting, with portfolios composed of individual stocks, bonds, ETFs, mutual funds, options and other public and private securities. The firm describes a fiduciary, client-focused process that tailors portfolios to clients’ objectives, risk tolerances and time horizons, with ongoing monitoring and periodic rebalancing. Its investment approach draws on multiple asset-allocation frameworks (strategic, dynamic, tactical, core-satellite) and a wide range of analytic methods—fundamental, technical, quantitative and sector analysis—and the firm may use active trading tools, including margin, short sales and options, when appropriate. Distinctive features include optional educational seminars and workshops that the firm sponsors for clients and groups, an offering that is uncommon among similar independent advisers. The brochure also highlights an unusually broad planning scope for a firm of this size—services such as corporate and personal tax planning, cost segregation studies, real estate analysis and corporate-structure consulting alongside traditional financial planning—and notes that the firm manages approximately $16.7 million for a small number of clients.

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.