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Invest in being a top financial advisory team
Thursday, May 16, 2023
DUBLIN, OHIO – Ascend Advisory is proud to announce the award for Forbes 2023 Best-in-State Wealth Management Teams(1).
According to Tony Reilly, CEO, “It is an honor and a privilege to be one of the leaders at Ascend. We have such a wonderful team of individuals who work incredibly hard to make sure that we are good stewards of our clients’ capital and trust. Achieving this award as a team brings me so much joy as we invest a significant amount of resources on culture and fit, when we add a new team-member."
Focusing on quality in the next generation
The 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.
He went on to say, "We are a very mission-centered company and an award like the Forbes Best-in-State Wealth Management Teams, shows that we are continuing down the right path with the growth of our team over the years. Just like in our investment planning strategies that we do for families all across the country, we focus on generational growth and we have the same approach to growing our team at Ascend. We are very excited to have the next generation of professionals on our deep bench.”
About Ascend Advisory Group
Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory practice with clients in 44 states and $2B assets under management (as of 3/28/24), starting with $27M in 2001.
Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved.
Ascend has been recognized on Forbes 2023 Best-In-State Wealth Management Teams for the State of Ohio(1).
Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com
*2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (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.
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