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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.


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


  • 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.