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Our Philosophy

We create strategies tailored to your goals.

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We enjoy building trusted relationships that span generations.

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Second Opinion

With today's market and changing tax laws, many people would like to make sure they're on track to achieve their financial goals.

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Ascendant Financial Solutions, Inc.

Ascendant Financial Solutions, Inc., founded nearly three decades ago, is an independent SEC Registered Investment Advisory firm based in Flagstaff and Phoenix, AZ.  Today’s financial services environment is littered with companies claiming to offer investment and wealth management services that are specific to personal needs, making it difficult to find a firm that will truly keep your best interest in mind.   As a firm and as individual advisors, we embrace and understand the faith that our clients place in our services and believe that client service, investment solutions, comprehensive planning and communication are priority number one and the key to client success. 

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Wealth Management Consultative Process

Our unique disciplined client process is what sets us apart. As a firm, we embrace and understand the faith that our clients place in our services. Our client relationships are reinforced by stability, longevity, and attention to you.

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