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Ascend Advisory Group

We believe that every dollar has a mission. Let us help discover yours.

Investment service in Dublin, OH (show on map)
Google 5.0
★★★★★
6 reviews

Wealth management firm offering personalized financial planning and investment services

Call (614) 784-6000
Navigate to Visit website
Ascend Advisory Group website

About

Ascend Advisory Group, founded in 2001, specializes in wealth management and financial planning for individuals, small business owners, and closely held businesses. With $2.5B in assets under management (as of 12/31/25), the firm offers services including investment planning, retirement strategies, estate planning, and tax planning.

Their team of certified financial advisors provides personalized solutions aligned with clients' values and long-term goals.

2x support staff to financial advisors ratio
In-house portfolio team with tax sensitivity focus
Forbes Best-In-State Wealth Management Teams recognition
Personalized approach with direct team interaction

Services

Investment Planning

Constructing portfolios aligned with client goals while balancing risk, return, taxes and costs

Tax-sensitive strategies Custom portfolio construction Market adaptation

Business Owners Services

Financial strategies tailored for business owners and closely held businesses

Succession planning Business exit strategies Tax optimization

Prospective Advisors

Support and resources for financial advisors joining the firm

Training programs Practice management Client acquisition support

Market Update Services

Regular insights on market trends and economic developments

Quarterly reports Economic forecasting Portfolio impact analysis

Credentials & Certifications

Series 7 Registration
Since 2001
Series 66 Registration
Since 2001
State Insurance License
Since 2001

Reviews

Google
Rating
5
★★★★★
Reviews
6
"Has always handled our investments with exceptional results."

Frequently Asked Questions

What awards has Ascend Advisory received? +

2026 Forbes Best-In-State Wealth Management Teams, Barron's Top 1200 Financial Advisors

What services do you offer to business owners? +

Custom financial strategies including succession planning, tax optimization, and business exit solutions

How many years of experience does the team have? +

Advisors have 14-30 years of industry experience with relevant certifications

What is your approach to portfolio management? +

In-house portfolio team prioritizes open dialogue, tax sensitivity, and strategy alignment

What is the minimum investment required? +

Not explicitly stated, but services are available for individuals and businesses of various sizes

Do you offer ESG investing options? +

Not explicitly mentioned, but portfolio construction includes diverse asset classes

Contact Ascend Advisory Group

Ascend Advisory Group
Category
Investment service
Wheelchair Accessible
Call (614) 784-6000

Location

Location of Ascend Advisory Group, 6767 Longshore St, Dublin, OH 43017 · View on Google Maps

Screenshot Gallery

Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page
Ascend Advisory Group page

Get in Touch

Ready to work with Ascend Advisory Group?

Reach out today to schedule a consultation.

(614) 784-6000

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