Ascent Financial Advisors

Partnering for a Secure Financial Future

Ascend Financial Advisors is an independent, fee-only financial planning and investment management firm based in Portland, Oregon. Since 1990, we have guided individuals and small businesses towards financial security through comprehensive financial planning and investment strategies. Our personalized approach and unwavering commitment to client needs have earned us a reputation as trusted financial advisors in the community.

Our Mission

Our mission is to empower our clients to confidently navigate their financial journey by providing personalized financial plans and investment strategies tailored to their individual goals and circumstances. We believe financial planning should be accessible and transparent, and thus operate on a fee-only basis, eliminating any conflicts of interest inherent in commission-based models.

Investment Advisory Services

We develop and manage personalized portfolios aligned with your financial goals, risk tolerance, and investment beliefs. Our ongoing monitoring and regular reporting ensure your portfolio remains effective and adapts to changing circumstances.

Retirement Planning

Building a secure and sustainable retirement plan requires meticulous planning and strategic decisions. We guide you through every step of the process, from setting financial goals and evaluating your current plan to selecting appropriate investment strategies and maximizing your contributions.

Additional Services

Our expertise extends beyond traditional investment management. We also offer:

• Investment Portfolio Review
• Estate Planning
• Tax Planning
• College Planning
• Comprehensive Financial Planning

Why Choose Ascent Financial Advisors?

• Fiduciary Approach: We act as fiduciaries, prioritizing your interests in every recommendation and action.
• Fee-Only Transparency: We eliminate potential conflicts of interest by working on a fee-only basis.
• Personalized Plans: We take the time to understand your unique goals, risk tolerance, and financial situation to create a personalized plan.
• Communication and Collaboration: We actively communicate with you throughout the process, providing regular updates and transparent reporting.

Experience Financial Success with Ascent Financial Advisors

Ascend Financial Advisors is committed to empowering you to achieve financial success and live a fulfilling life. Partner with us and take control of your financial future today.