^{About Us}
Some Thoughts on What is Important and What Drives Our Values

Let's Skip the Formalities

With decades of experience and having seen all sides of the financial services industry, we’re here for you.

Every person at Ascendus excels in their role, and as Advisors, we work hard for our clients. That’s why we are an independent firm. We work for you. You get the benefit of our experience, connections, resources, and processes without a publicly traded company, directors, or shareholders expecting a profit from our relationship with you.

It’s really that simple. Us and you.

Yes, we use a broker-dealer, LPL Financial, as the platform on which we transact business. They are a vendor—not an owner. We own our company, and its purpose is straightforward: to give our clients the best possible opportunity to Define, Build and Preserve a successful life and legacy.

No corporate agenda. No proprietary products we have to sell. Just experienced Advisors, working with you to do what makes sense for you.

What You Can Expect From Working With Us

Here is a hint, the focus is built around achieving your legacy.

Our Mission

To provide personal, independent financial advice that helps our clients make confident decisions, build meaningful wealth, and protect what matters most.

Our Vision

To be the trusted financial partner our clients and their families turn to through every stage of life—helping them Define, Build and Preserve a successful life and legacy.

Our Core Values

Relationships Matter - We believe great advice starts with trust, earned over time and strengthened by being there when our clients need us.

Independent Thinking - The freedom to recommend what we believe makes sense.

Do What’s Right - We act with integrity, tell it like it is, and take our responsibility as fiduciaries seriously.

^{Meet The Team}
The People Behind the Plan

We believe good advice starts with great relationships. Get to know the people behind the plans, the experience they bring to the table, and why being there for our clients matters to us.