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 (47) 47 posts
    • Retirement (31) 31 posts
    • Estates & Trusts (19) 19 posts
    • Tax Planning (18) 18 posts
    • Risk Management (33) 33 posts
    • Announcements (19) 19 posts
    • Giving Back (2) 2 posts
    • Insights (136) 136 posts
    Market Volatility and your Portfolio
    • 3 min

    Market Volatility and your Portfolio

    Chris Bardos Named to Forbes Best-In-State Wealth Advisors 2022.
    • 2 min

    Chris Bardos Named to Forbes Best-In-State Wealth Advisors 2022.

    Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2022.
    • 2 min

    Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2022.

    David Thompson Named to Forbes Best-In-State Wealth Advisors 2022.
    • 1 min

    David Thompson Named to Forbes Best-In-State Wealth Advisors 2022.

    Three Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.
    • 2 min

    Three Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.

    Understanding donor-advised fund basics
    • 5 min

    Understanding donor-advised fund basics

    Giving well: How can philanthropy be more focused and fulfilling?
    • 3 min

    Giving well: How can philanthropy be more focused and fulfilling?

    Invest Early and Often
    • 3 min

    Invest Early and Often

    The IRA Contribution Deadline
    • 1 min

    The IRA Contribution Deadline

    Five Retirement planning tips for Q1 2022
    • 3 min

    Five Retirement planning tips for Q1 2022

    2021 Tax Documents Schedule
    • 0 min

    2021 Tax Documents Schedule

    Hedgehogs, Foxes, and your Financial Goals
    • 2 min

    Hedgehogs, Foxes, and your Financial Goals

    Congratulations to Michael Mooney, with His New Baby Girl!
    • 1 min

    Congratulations to Michael Mooney, with His New Baby Girl!

    What is behavioral finance … and why should you care?
    • 3 min

    What is behavioral finance … and why should you care?

    2022 Annual Limits Relating to Your Accounts
    • 2 min

    2022 Annual Limits Relating to Your Accounts

    Series I Bonds
    • 2 min

    Series I Bonds

    How do Mutual Fund Year-End Distributions Work?
    • 3 min

    How do Mutual Fund Year-End Distributions Work?

    Why are Interest Rates so Low?
    • 5 min

    Why are Interest Rates so Low?

    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, MS, 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.  

    Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment and Insurance Products:

    ​

    • Not Insured by the FDIC or any Federal Government Agency

    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
       

    ©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.

     

    • Site Map

    • Legal

    • Security

    • Privacy Policy
       

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

    ​