top of page

THE BEST
Insights From Our Office
Search


Ascend Advisory Group
- Nov 28
- 3 min
Christmas in Columbus
Christmas is just around the corner and our team here at Ascend Advisory couldn’t be more excited. What makes Christmas special is...

Ascend Advisory Group
- Nov 7
- 1 min
Quarterly Market Update: Q3 2023 with Tony Reilly
05022025-6071280.1.1

Ascend Advisory Group
- Oct 3
- 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 Third child in September....

Ascend Advisory Group
- Sep 25
- 1 min
David Thompson Named To Top Next-Gen Wealth Advisors Best-In-State*
Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #53 on Forbes Top Next-Gen Wealth...

Ascend Advisory Group
- Sep 5
- 1 min
Earnings Season August 2023
02242025-5905857.1.1

Ascend Advisory Group
- Sep 1
- 1 min
Ascend Advisory Group Welcomes Chase Fowler, CFP ® Financial Advisor
Recently, Chase Fowler joined our team as a Financial Advisor. He comes to us from Sound Capital Management where he was a partner...

Ascend Advisory Group
- Aug 9
- 1 min
Congratulations to Adam Day, with His New Baby Boy!
Ascend Advisory Group, Financial Advisor, Adam Day, and his wife Erica, were blessed with their third child in June. Their first son,...

Ascend Advisory Group
- Aug 2
- 1 min
2023 Mid-Year Market Update with Tony Reilly
CAR-0723-02676

Ascend Advisory Group
- Jul 14
- 2 min
Ascend Advisory Races for the Cure
Here at Ascend Advisory, we believe it is important to be active members of our community. To stand up and support one another through...

Ascend Advisory Group
- Jul 14
- 3 min
2023 Mid-year Tax Check-In
By Adam E. Day, Financial Advisor As we enter mid-year for 2023, it is essential to implement effective tax planning strategies to...

Ascend Advisory Group
- Jun 15
- 3 min
A Few of our Favorite Things: Central Ohio Restaurants
It’s ‘patio season’ weather here in Ohio. We can’t brag in the winter when the gray overcast hangs above us, but this is Ohio’s time to...


Ascend Advisory Group
- May 22
- 6 min
A Few of our Favorite Things: Finance Books & Movies
Finance plays a crucial role in our lives, shaping economies and influencing our personal financial decisions. All of us here at Ascend...

Ascend Advisory Group
- May 17
- 1 min
Earnings Season: May 2023
CAR-0523-02108

Ascend Advisory Group
- Apr 13
- 1 min
Quarterly Market Update with Tony Reilly
CAR-0423-01639

Ascend Advisory Group
- Apr 13
- 1 min
Quarterly Market Update with Chris Bardos
CAR-0423-01899

Ascend Advisory Group
- Mar 24
- 1 min
How your money is protected
Learn More

Ascend Advisory Group
- Mar 8
- 3 min
Five Retirement planning tips for Q1 2023
By Brad Shook, Associate Financial Advisor Changing course or making adjustments early into a journey is much easier than trying to make...
bottom of page