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Insights From Our Office

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...

Ascend Advisory Group Named to Forbes Best-In-State Wealth Management Teams 2023 List

We are proud to share that Ascend Advisory Group has been recognized as #17 on Forbes Best-In-State Wealth Management Teams 2023 for the...

SECURE Act 2.0 What you need to know about new retirement savings and distribution rules

2022 Year End Market Update with Tony Reilly

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Merry Christmas & Happy Holidays from Ascend Advisory Group

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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...