Helping people fulfill their financial dreams.
Serving clients in the financial service industry since 1990.
Ascent Financial Advisors is an independent fee-only financial planning and investment management firm based in Portland, Oregon. The firm provides comprehensive financial services to individuals and small businesses.
We provide the following
financial services:
Investment Advisory Services
Retirement Planning
Investment Portfolio Review
Estate Planning
Tax Planning
College Planning
Financial Planners who take commissions have a built-in conflict of interest…even with disclosure, my choice would be a fee-only planner.
– Jane Bryant Quinn, Newsweek
