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Who We Are

What is an independent financial advisor?

Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times.  At Ascent Investment Advisory, LLC we pride ourselves on INTERGRITY, TRUSTWORTHINESS and FEE TRANSPARENCY to help you SAVE, PROTECT and GROW your assets.

At Ascent Investment Advisory, LLC we provide these Key Benefits:

  1. Customized guidance based on your entire financial picture.
  2. A relationship that’s responsive, attentive, and personal.
  3. A fee structure that is simple and transparent.
  4. A high level of expertise to support your complex financial needs.
  5. Your money is held by an independent custodian, not the advisor firm.

I want an advisor that acts in my best interest and explains to me how they are going to accomplish my goals.

I want an advisor that really listens and helps me understand the complicated world of investments that will be explained in plain english.

I want an advisor that educates me about the market and helps me understand my investments.

I want an advisor to stay in touch with me whether we are on track or need to make changes.

IF these qualities sound good to you, then Ascent Investment Advisory, LLC is the right company for you.