FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
Ascent Capital is an independent advisory firm located in Bend, Oregon, committed to guiding clients higher in their financial journey. As a fiduciary, the firm is legally bound to prioritize clients' interests, ensuring transparent, ethical, and tailored financial advice without the concern of quotas, commissions, or hidden fees.
They specialize in offering comprehensive and holistic financial planning, utilizing cutting-edge technology to design custom financial plans that reduce uncertainty and reflect each client's broader life goals. The experienced team at Ascent Capital emphasizes personal attention, pooling over a century of combined advisory experience to create reliable life plans for their clients.
Ascent Capital's diverse services range from retirement and tax planning to investment and risk management. Their Certified Financial Planner™ professionals craft sound strategies that navigate challenging terrain and sidestep unnecessary risk, ensuring every step taken is a step forward in achieving financial security and prosperity.
They unburden clients from the complexities of the financial world, keeping a close eye on investments, changing tax codes, and industry regulations, allowing clients to embark on their financial journey with peace of mind. In life's changing tides, Ascent Capital stands as a trusted financial guide, ready to adapt clients’ financial plans to reflect new perspectives, ensuring continuous and seamless progress on the path to financial success.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
131423 | 6 |