AAG Logo Black Horizontal (BOLD).png

  • About Us

  • Services

  • Getting Started

  • Insights

  • Giving Back

  • Contact

  • Log In

  • More

    Use tab to navigate through the menu items.

    Insights From Our Office

    • Investing (63) 63 posts
    • Retirement (45) 45 posts
    • Estates & Trusts (21) 21 posts
    • Tax Planning (23) 23 posts
    • Risk Management (47) 47 posts
    • Announcements (27) 27 posts
    • Giving Back (2) 2 posts
    • Insights (155) 155 posts
    Mutual Fund Distributions
    • 2 min

    Mutual Fund Distributions

    Medicare Basics
    • 1 min

    Medicare Basics

    Q3 2022 Market Update Tony Reilly & Jeff Korbini
    • 1 min

    Q3 2022 Market Update Tony Reilly & Jeff Korbini

    Q3 2022 Market Update with Chris Bardos
    • 1 min

    Q3 2022 Market Update with Chris Bardos

    Ascend Advisory Group Identity Theft Checklist:
    • 3 min

    Ascend Advisory Group Identity Theft Checklist:

    Stock Valuation
    • 4 min

    Stock Valuation

    Back to School: Planning for the Future Cost of College
    • 5 min

    Back to School: Planning for the Future Cost of College

    A long-term view in a short-term world
    • 1 min

    A long-term view in a short-term world

    Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®
    • 1 min

    Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®

    The Benefits of Rising Rates
    • 3 min

    The Benefits of Rising Rates

    Ascend Advisory Group Welcomes Matthew Kovach.
    • 1 min

    Ascend Advisory Group Welcomes Matthew Kovach.

    2022 Mid-Year Market Update with Chris Bardos
    • 1 min

    2022 Mid-Year Market Update with Chris Bardos

    Let’s Talk about Inflation
    • 7 min

    Let’s Talk about Inflation

    Tax Planning Strategies
    • 2 min

    Tax Planning Strategies

    Why are Gas Prices so High?
    • 1 min

    Why are Gas Prices so High?

    Market Update: June 2022
    • 0 min

    Market Update: June 2022

    Your Summer Adventure
    • 3 min

    Your Summer Adventure

    Tax Bucket Strategies
    • 3 min

    Tax Bucket Strategies

    ASCEND ADVISORY GROUP, LLC

    6760 Perimeter Drive
    Dublin, OH 43016

    Info@ascendadvisory.com

    Tel: 614.784.6000

    © 2020 Ascend Advisory Group.

    ​

    This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

     

    ©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

    A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
    ​

    • Legal

    • Security

    • Privacy Policy
       

    FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

    ​