Our Mission

Ascendant Financial Advisors provides goals-based wealth management and financial planning. Being an independent firm allows us to focus on what is most important: YOU!

What we believe
We believe in you, your financial hopes and dreams.
We believe understanding you and your goals is the foundation of our investment process.
We believe it is essential to help you identify your ideal vision for your future.
We believe in a long term approach to investing, making timely adjustments as markets change and life events occur.
We believe in a diversified asset allocation, tailored to your individual risk tolerance, time horizon and goals.
We believe it is vital to review and measure your progress on a regular basis.
We believe financial planning is an on-going process, not a one-time event.
We believe it is not what you make during market swings, rather it is what you keep in order to achieve your goals.