A complete list of active advisors currently associated with Ascension Legacy Partners, Inc.
Warmer can help you find a great advisor at Ascension Legacy Partners, Inc. or one who fits your needs even better.
The firm works with individuals, high‑net‑worth households, nonprofit organizations and employer plan sponsors to provide investment management, comprehensive financial planning and implementation plans, retirement plan consulting, estate‑planning support, and insurance solutions (including life and long‑term care products and group annuities). It also assists clients in selecting third‑party professionals and uses a third‑party administrator for portfolio administration and reporting. For portfolio management the firm uses a turnkey asset management program (Focus Partners Advisor Solutions) that implements asset‑class allocation models and access to mutual fund families such as the SA Funds and DFA Funds; the firm does not trade or rebalance accounts without client consent. Financial planning is customized from client questionnaires and documents, with options for one‑time plans or ongoing engagements with annual updates, and the firm coordinates tax, legal and estate work with outside specialists and an estate‑planning technology partner. What is noteworthy relative to peers is the combination of employer retirement‑plan consulting and participant education alongside retail wealth management, plus an explicit affiliation with insurance companies and licensure to act as an insurance broker/agent for life and long‑term care products and group annuities—each a feature the firm discloses and manages as a potential conflict of interest. The firm’s practice also integrates TAMP/back‑office services and technology‑enabled estate document support, which aligns plan‑sponsor services (education/workshops and fee benchmarking) with individual financial planning.
To learn more about the advisors currently working at Ascension Legacy Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 24
|
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