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Market Update | Business Owners | Investment Planning | Prospective Advisors

Market Update

When you hire us, you aren’t just picking one financial advisor, you are hiring an investment committee that meets to discuss what happened in the market yesterday, today and what’s next.

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Annual Insights, Tony Reilly, CEO

Our CEO shares Ascend’s vision for empowering clients, adapting to change, and moving the industry forward.

Business Owners

Succession planning is essential for small and mid-sized business owners looking to transition from a lifestyle operation to one that holds significant enterprise value. Our goal is to help business owners convert their hard-earned business worth into lasting personal wealth. 

Business Owners

Business Owners

Investment Planning

At Ascend Advisory, every dollar has a purpose and every plan is personal.
 
We're not just financial advisors, we're partners in building a future aligned with your values and aspirations. 

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Prospective Advisors

Discover the diverse advisors who shape our practice. With $2.2B assets under management (AUM), Ascend has the infrastructure, expertise, and capacity to support clients with $0-50M+ portfolios (as of 5/31/25). 

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