A complete list of active advisors currently associated with Ascension Wealth Advisors

Warmer can help you find a great advisor at Ascension Wealth Advisors or one who fits your needs even better.

SRF Financial, doing business as Ascension Wealth Advisors, provides financial planning and consulting to individuals (including high‑net‑worth clients) and small businesses. The firm advises on a range of planning topics and refers clients to unaffiliated third‑party money managers for investment implementation, acting as a communications conduit and occasional solicitor to those managers. Advisory work is delivered one‑on‑one through written full or modular financial plans and ongoing consulting, with services tailored to each client’s circumstances. The firm does not take discretionary authority over client accounts or custody of client assets; investment strategies and trade execution are carried out by the selected third‑party managers, while SRF explains and reviews those strategies with clients. What distinguishes the firm from many peers is the managing member’s dual role as a licensed attorney and Certified Public Accountant who provides legal and accounting services through affiliated practices, and his service on a regional bank board — relationships the brochure discloses can lead to referrals or potential capital investment opportunities (with associated disclosures and recommended independent due diligence). It is also uncommon among supported firms that Ascension Wealth Advisors does not charge percentage‑of‑assets management fees and does not directly provide portfolio management for individual clients, instead relying on referral and solicitor arrangements with third‑party managers.

To learn more about the advisors currently working at Ascension Wealth 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.