Updated October 23, 2023
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Ascend Investment Partners

Investment Advisor Firm
Total assets under management$456M
Years in business2024+

About Ascend Investment Partners

Ascend Investment Partners is a Utah-based financial advisory firm that navigates the financial journeys of its clients much like the peaks and valleys of the Rocky Mountains. They craft comprehensive financial plans grounded in their three pillars: Plan, Keep, and Grow.

As fiduciary, fee-only advisors, Ascend serves clients in Logan and Ogden, Utah, and beyond, focusing on planning, building, and enjoying retirements. Their commitment to clients extends across generations, emphasizing successful, enjoyable, and enduring retirements.

The firm's mission is encapsulated in its name. Ascend recognizes the intricate connection between financial well-being and life's diverse aspects, integrating these elements into their planning process. Their services span investment management, retirement planning, and collaboration with estate attorneys and tax professionals.

With offices in Logan and Ogden and a virtual presence, Ascend caters to clients throughout Utah. Their CLIMB Process™ offers a unique, time-tested, and flexible planning method, guiding clients systematically to and through retirement. It simplifies financial planning, gradually expanding its scope to encompass the entire financial picture, culminating in the enjoyment of hard-earned benefits.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Estate Planning
  4. Tax Strategies
  5. Retirement Planning
  6. Retirement Plans

More about Ascend Investment Partners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3076676

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