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Fiduciary. Independent. Experienced. Transparent. A trusted guide should be all these things. That’s why Ascent has been a trusted financial guide since 2001. Our CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. As fiduciaries, we are duty-bound to act solely in your interest. We are proud to be a boutique independent firm with the freedom to pick and choose from the full range of investment products on the market. We are also highly transparent and work on a fee-only basis. A good guide also understands where you want to go. We offer personal, holistic financial planning to help you reach the pinnacle of your life. Take the first step with us, and get ready to enjoy the view. Call us today!
