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About Ascent Capital
Ascent Capital is an independent advisory firm located in Bend, Oregon, committed to guiding clients higher in their financial journey. As a fiduciary, the firm is legally bound to prioritize clients' interests, ensuring transparent, ethical, and tailored financial advice without the concern of quotas, commissions, or hidden fees.
They specialize in offering comprehensive and holistic financial planning, utilizing cutting-edge technology to design custom financial plans that reduce uncertainty and reflect each client's broader life goals. The experienced team at Ascent Capital emphasizes personal attention, pooling over a century of combined advisory experience to create reliable life plans for their clients.
Ascent Capital's diverse services range from retirement and tax planning to investment and risk management. Their Certified Financial Planner™ professionals craft sound strategies that navigate challenging terrain and sidestep unnecessary risk, ensuring every step taken is a step forward in achieving financial security and prosperity.
They unburden clients from the complexities of the financial world, keeping a close eye on investments, changing tax codes, and industry regulations, allowing clients to embark on their financial journey with peace of mind. In life's changing tides, Ascent Capital stands as a trusted financial guide, ready to adapt clients’ financial plans to reflect new perspectives, ensuring continuous and seamless progress on the path to financial success.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Education Planning
- Estate Planning
- Legacy Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Risk Management
More about Ascent Capital
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 131423 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Ascent Capital.