Welcome to Ascent Financial Advisors. The firm is an independent fee-only financial planning and investment management firm based in Portland, Oregon. The firm provides comprehensive fee-based financial planning and investment management services to individuals and small businesses. If you would like to know more about Ascent Financial Advisors, please send us an email.

Our Services

Ascent Financial Advisors is an independent fee-only financial planning and investment management firm. We provide the following services: retirement and estate planning, tax planning, insurance analysis, college planning, stock option planning, investment portfolio review and asset management to individuals and businesses.

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About Us

Ascent Financial Advisors is an independent fee-only financial planning and investment management firm based in Portland, Oregon. The firm provides comprehensive fee-based financial planning and investment management services to individuals and small businesses.

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Resources

Having the right tools and resources at your fingertips is an important part of making smart decisions. Here you’ll find information to help you better understand investing in general, as well as how it applies to your specific financial goals.

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Contact Us

Contact us to see how we can help you with your financial planning and investment management.

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Money Management

Money Management

Financial Advice

Financial Advice

Retirement Planning

Retirement Planning