Ascend National Wealth Advisors

Redefining wealth and elevating your journey with values-based financial care.


Ascend National Wealth Advisors offers comprehensive financial services grounded in biblical tenets, so you can work toward optimizing the fruits of your labor while staying aligned with the values that shape your life. In addition to providing objective, transparent advice, our team focuses on helping you and your family succeed as you plan for the future.


Schedule a Complimentary Consultation

Team Intro

Redefining wealth and elevating your journey with values-based financial care.


Ascend National Wealth Advisors offers comprehensive financial services grounded in biblical tenets, so you can work toward optimizing the fruits of your labor while staying aligned with the values that shape your life. In addition to providing objective, transparent advice, our team focuses on helping you and your family succeed as you plan for the future.


Schedule a Complimentary Consultation

Our story

Our distinctive team approach enables us to provide dependable advice, support and implementation services—helping clients move toward their goals with clarity and confidence.


The journey of Ascend National Wealth Advisors began when our founder, Austen Wilson, recognized the pivotal role of a collaborative and dynamic team in delivering exceptional value to clients.


Specializing in tax-smart retirement and legacy planning, we aim to maximize our clients' financial potential while guiding them towards a secure retirement and assisting them in planning for future generations.

How we work with you

At Ascend National Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.


Through our personalized discovery process, we delve into your aspirations, concerns, and financial perspectives to craft a tailored roadmap. Our team of specialists then assists in implementing your personalized plan, ensuring a smooth experience and ongoing support to keep your plan on track.


As your life evolves, we remain proactive partners, providing regular check-ins and reviews to offer timely advice and adjust strategies as needed.

Our team

Austen Wilson

Austen Wilson

MBA, BFA™

Financial Advisor

Cody Holderbecker

Cody Holderbecker

CFP®

Director of Financial Planning and Investment

Catherine Krauter

Catherine Krauter

Associate

J.W. Burt

J.W. Burt

BFA™

Associate Financial Advisor

Ellis Holderbecker

Ellis Holderbecker

Director of Client Experience

Our solutions

Preparing for retirement

Preparing for retirement

Whether retirement is far off or fast approaching, now’s the time to plan.

Dedicated planning services

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.