Our Values

At Ascend Financial Group, what we believe matters. Not only to us, but to the individuals, families, and businesses who entrust us with their financial well-being. From interacting with clients to designing comprehensive financial strategies - our firm’s mission and values guide us in everything we do.

OUR MISSION

To simplify your financial life with strategies and service that rise above your expectations.

OUR CORE VALUES

• Dedication: Our process - focused follow-through - allows for consistent and on-time results.
• Transparency: The financial planning agreement is disclosed upfront along with any other fees or compensation.
• Respect: We appreciate our clients, our community, and our team.
• Honesty: Independent financial guidance you can trust.
• Integrity: we serve without an agenda. Our only goal is helping you reach yours.

Our job as your advisor is to help grow and manage your wealth so you can live a life of confidence. We look forward to collaborating with you as you define, assess, and fulfill your financial goals.