Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®
Congratulations to Austin Phillips, Registered Account Administrator, for recently achieving his CERTIFIED FINANCIAL PLANNER (“CFP®”)...
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Ascend Advisory Group
- Aug 12
- 3 min
The Benefits of Rising Rates
By Michael K. Mooney JR., MBA, CFP® As the Federal Reserve raises interest rates, the cost of borrowing money goes up; This increases...
Ascend Advisory Group
- Aug 12
- 1 min
Ascend Advisory Group Welcomes Matthew Kovach.
Recently, Matthew Kovach joined our team as an Investment Analyst. He comes to us via CPMI where he served as an Investment and Financial...
Ascend Advisory Group
- Jun 22
- 3 min
Your Summer Adventure
By Brad Shook, Associate Financial Advisor Here at Ascend we strive for new heights. While things like inflation and the markets may be...
Ascend Advisory Group
- May 24
- 1 min
Market Volatility Update
by Jeff Korbini, CFP Financial Advisor and C.O.O CAR-0522-03976
Ascend Advisory Group
- Apr 14
- 2 min
Chris Bardos Named to Forbes Best-In-State Wealth Advisors 2022.
Ascend Advisory Group is proud to share that Chris Bardos, Financial Advisor and CFO, has been recognized on Forbes Best-In-State Wealth...
Ascend Advisory Group
- Apr 14
- 2 min
Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2022.
Ascend Advisory Group is proud to share that Tony Reilly, Financial Advisor and CEO, has been recognized as #16 on Forbes Best-In-State...
Ascend Advisory Group
- Apr 14
- 1 min
David Thompson Named to Forbes Best-In-State Wealth Advisors 2022.
Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #99 on Forbes Best-In-State Wealth...
Ascend Advisory Group
- Apr 13
- 2 min
Three Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.
Ascend Advisory Group is proud to share that three of the Company’s Financial Advisors have been named to the Forbes Best-In-State Wealth...
Ascend Advisory Group
- Feb 10
- 1 min
Congratulations to Michael Mooney, with His New Baby Girl!
Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their second child on January...
Ascend Advisory Group
- Feb 10
- 1 min
Congratulations to David Thompson, with His New Baby Boy!
Ascend Advisory Group, Financial Advisor, David Thompson, and his wife Natalie, were blessed with their first child on December 22, 2021....
Ascend Advisory Group
- Dec 1, 2021
- 2 min
Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2021.
Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #19 on Forbes Best-In-State Wealth Advisors 2021 for the...
Ascend Advisory Group
- Aug 17, 2021
- 1 min
Ascend Welcomes Alex Shields to our Team
Connect with Alex on LinkedIn Recently, Alex Shields joined our team as an Account Administrator. He comes to us via Nationwide Financial...
Ascend Advisory Group
- Aug 4, 2021
- 2 min
Jackie McNeely Promoted to Role of Branch Office Manager
Connect with Jackie on LinkedIn: We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each...
Ascend Advisory Group
- Nov 3, 2020
- 1 min
A fresh, new look for Ascend Advisory Group
As seasoned advisors we understand the importance of keeping a steady eye on the long-term picture, steering away from constantly...
Ascend Advisory Group
- Nov 3, 2020
- 1 min
Ascend Welcomes Austin Phillips to our Team
Connect with Austin on LinkedIn Recently, Austin Phillips joined the team as a Client Service Associate. He comes to us via Ameriprise...
Ascend Advisory Group
- Jul 2, 2020
- 1 min
COVID-19 Update at Ascend Advisory
We are very pleased to see the re-opening of life activities throughout our community and across the country. It is great to see people...
Ascend Advisory Group
- Jul 2, 2020
- 1 min
Deeper Expertise Through Additional Accreditations
Congratulations to Michael & Jackie Finally, another congratulations is in order for Jackie McNeely and Michael Mooney, who both passed...