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.

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.

Schedule a Complimentary Consultation

Our Story

Guiding Your Financial Journey with Integrity, Expertise, and Faith-Based Values

Ascend National Wealth Advisors was founded on the belief that collaboration delivers the highest level of client care. Our journey was shaped by adapting to new ways of serving families - making it easy to connect whether your minutes or miles apart.

We're dedicated to guiding clients toward secure retirements and meaningful legacies through tax-efficient planning, personalized advice, and a commitment to ethical stewardship.

Ascend National Wealth Advisors team collaborating with clients on values-based financial planning nationwide.

How we work with you

Personalized Financial Guidance - In Person or Virtually

Our team partners with clients across the nation to develop financial strategies that reflect your values, goals, and life stage.

Through a collaborative discovery process, we tailor a plan for you and provide ongoing support - so your financial strategy can grow with you and your family.