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Ascent Capital Management is an independent investment advisory firm.  Our founding partners are successful CPAs and investment advisors.  We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services.

i s an independent investment advisory firm.  Our founding partners are successful CPAs and investment advisors.  We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services.

We believe knowing your complete financial picture helps us create and execute better investment strategies.  We can provide you with unbiased planning advice and execute your strategies by employing some of the nation`s best investment firms on your behalf.

Our firm is distinguished by the extensive financial and investment expertise of our partners.  Our advisory services include advice on complex financial matters such as:

• preparing for a successful retirement
• tax minimization alternatives
• concentrated stock strategies 
• estate planning 
• philanthropic guidance

Ascent is a fee-only firm.  Investment advisory fees are based on a percentage of assets under management.  Financial planning fees are charged hourly or by the project.  We sell no products and collect no commissions or rebates.

Clients count on our long-term perspective and experience to guide them in day-to-day financial decisions.   With our steady approach, we can increase your confidence that long-term goals will be achieved.

We invite you to see how we can improve your path to success.