Dakota
Dakota
Book a Demo
Talk to an Expert

Ascent Financial Group

EST. AUM
$82,594,736

CONTACTS

CLIENT ACCOUNTS
441

Firm Details

Metro area Richmond
CRD Number 325706
Website ascent-financial.com
Client types

Overview

Ascent Financial Advisors is an independent, fee-only financial planning and investment management firm based in Portland, Oregon, providing services primarily to individuals and small businesses. The firm focuses on comprehensive financial planning combined with customized investment advisory solutions, emphasizing long-term wealth management and retirement planning. Its investment approach centers on building personalized, tax-efficient portfolios aligned with each client’s goals, risk tolerance, and time horizon. The firm operates under a fiduciary model, avoiding commissions to maintain objectivity in advice.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy