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Your Journey, Our Mission
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.
Founding Story
Ascend Advisory Group was built upon the belief that planning should be about stewardship.
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Prior to starting Ascend Advisory, Tony Reilly played a pivotal role in restructuring Diamond Hill, a now publicly traded asset manager, with $27B+ in assets (as of 6/24/24), named after his favorite mountain in Connemara National Park in Ireland.
In 2001, Tony decided to pursue his desire to work closely with individuals, small business owners, and closely held businesses and started Ascend. Under Tony's leadership as CEO, the company welcomed new advisors who shared the vision for investing in the next generation.
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Though the company has grown, all remain steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options.
We believe that every dollar has a mission. Let us help discover yours.
$2.2B
Assets under management,
starting with $27M in 2001
(as of 6/1/25)
Forbes
BEST IN-STATE Wealth Management Teams - 2024
Support Staff
2X
to financial advisors, ensuring proactive service
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Constructing Your Portfolio
With your plan as our guide, we build a portfolio reflecting your vision while helping balance risk, return, taxes and costs.
Goals
Savings
Investments
Retirement
Estate Planning Strategies
Charitable Giving
Taxes Planning Strategies
* Wells Fargo Advisors Financial Network is not
a legal or tax advisor.
In-house, hand picked portfolio team
Our strength lies in a dedicated portfolio team that prioritizes open dialogue, efficiency and tax sensitivity to align with your personalized plan. We tailor investments - including in the stocks, bonds, ETFs, mutual funds, SMAs, alternatives, and cash - to your needs, actively reviewing and adjusting portfolios to maintain strategy and risk levels amid market changes or personal circumstances.
The Ascend Advisory Client Experience
Rapid Response.
We aim to reply to each inquiry quickly and expectations are set for resolution
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Pre-Scheduled Meetings.
We believe our clients find value in the approach as in time-efficient, informative and consistent
We believe in bringing the power of the markets to your door step.
$27m
$200m
$830m
$1.5b
$2.2b*
2000
2009
2018
2023
2025
Assets Under Management (as of 6/1/25)
Get Connected
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