A complete list of active advisors currently associated with Ascent Wealth Management

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

Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers broad financial planning—covering cash flow, retirement, education, estate and tax-planning strategies—and ongoing portfolio management and investment consultation. The firm’s investment approach blends Modern Portfolio Theory with active portfolio management, emphasizing strategic asset allocation across equities, fixed income and cash and constructing portfolios using mutual funds, ETFs, individual equities and, in some cases, option strategies. Portfolios are governed by written investment guidelines, reviewed periodically or when client circumstances change, and are typically managed on a discretionary basis. What distinguishes the firm from many peers is that the principal holds CPA and CFP® credentials (and an MBA) and incorporates tax-planning considerations into financial planning while expressly not providing tax-preparation or operating as an accounting firm—an uncommon combination among solo independent advisors. The brochure also highlights the firm’s operational relationship with a major custodian that supplies institutional trading, custody and practice-management tools the adviser uses in serving clients.

To learn more about the advisors currently working at Ascent Wealth Management, 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.