A complete list of active advisors currently associated with Ascent Retirement Advisors

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

Ascent Retirement Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and state or municipal government entities, offering discretionary portfolio management and pension consulting services. The firm prepares written investment policy statements and pension consulting plans and can recommend money managers, custodians, and other plan service providers. The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative and technical methods and implements both long‑term and short‑term trading within discretionary mandates. Advice is generally limited to mutual funds, ETFs, equities, fixed‑income securities, annuities (including insurance products), TIPS and non‑U.S. securities, with regular portfolio monitoring and documented risk‑tolerance levels for each client. Noteworthy features include a small supported advisory team managing roughly $44 million in discretionary assets while reporting about $135 million in assets under advisement, and an explicit focus on pension work that extends to state and municipal clients — a relatively uncommon client type for peers. A firm principal maintains an insurance agent license and the brochure discloses procedures to address conflicts when insurance products are recommended; the firm also requires custody through Schwab Institutional for client accounts.

To learn more about the advisors currently working at Ascent Retirement 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.