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.

Name	Location	Years of experience
John Knopik	Kalispell, MT	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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