Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with $2B assets under management, starting with $27M in 2001 (as of 3/28/24). Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to diligence & integrity. While the company has grown 3x since 2001 (as of 3/28/24), the culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to ensure the mission for each clients dollar is achieved. Ascend is proud to be recognized as Forbes Best-In-State Wealth Management Teams 2023 & 2024 for the state of Ohio. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOO...