What We Do

About Us

+Financial Planning   +Investment Advice  +Wealth Management  +Portfolio Management

At Ascension Financial, we are dedicated to maximizing your wealth through a curated, active, and collaborative approach. As your trusted partner, we specialize in creating risk-appropriate investment strategies that align with your goals, ensuring they are designed to achieve your aspirations. What sets us apart is our commitment to differentiating the client experience through our expertise and innovative solutions to achieve your wealth goals.  

We provide our clients with all necessary administrative support and advanced reporting to evaluate portfolio performance through the Orion portfolio management platform. Safeguarding our clients' assets and providing real-time, unrestricted access to their portfolios (internet and mobile access) is made possible through our custodial relationship with Charles Schwab.

Established in 2005 with a very satisfied and loyal client base, our team of Partners are highly experienced with extensive financial backgrounds. Join us on your journey towards financial success and experience the Ascension advantage.

Advise

Provide Clients with truly objective investment advice, financial planning, wealth management and portfolio management on a discretionary or non-discretionary basis.

Manage

Construct and manage portfolios of high-quality, exchange-traded securities aimed at satisfying each Client’s unique medium to long-term investment objectives.

Partner

Maintain a steadfast commitment to the duty of care and loyalty. Serve the Client's best interests ensuring that their needs always come first.

RIA Advantages

As a Registered Investment Advisors (RIA) we are legally bound by a fiduciary duty to serve the financial interests of our Clients.

We at Ascension Financial:

+ We only earn asset based compensation and do not benefit from the sale or purchase of securities. So, our earnings only increase as the value of our Client portfolios increase.

+ We focus on achieving Client goals. We are not beholden to a specific product or company enabling us to offer independent advice without another entity’s influence.

+ We have the autonomy to customize Client portfolios specific to their goals and objectives.

+ We must maintain public business records, which offers our Clients full transparency on the health and well being of our business.

Comparing RIA’s to Broker-Dealers

We avoid common Stock Broker/Broker-Dealer drawbacks including:

+ Stock Brokers work for their Broker-Dealers.

+ Stock Brokers/Broker-Dealers are only held to a lower-level Suitability Standard and not the higher-level Fiduciary Standard.

+ Stock Brokers/Broker-Dealers may receive commissions or other income by promoting certain products to their Clients.

Investors favor RIAs as they continue to take shares from Stock Brokers/Broker-Dealers:

+ Assets managed by RIAs have tripled over the last decade and the channel continues to grow at about 12% per year, making it one of the fastest-growing channels in the financial services industry.

+ 78% of high net-worth investors said it is critical that their financial advisors make investment decisions in their best interest at all times.

Partners


  • Founder

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • After a 35 year career in finance and managing a large private equity fund, I was drawn to Ascension Financial due to Paul's unique, thoughtful, and strategic approach to wealth management. I have since become a partner and client of the firm and recruited my long term business partner, Bernie, to join the team as well. Together, the three of us look forward to taking the firm to the next level of financial service, performance, and planning for our clients.

  • As a client of Ascension Financial, I truly enjoy investing alongside our Clients in the pursuit of all of us achieving our wealth objectives together. I’m very pleased that we’ve developed innovative, transparent and thoughtful investment management solutions to achieve our mutual aspirations.