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.
Our Mission is to provide superior financial advisory services to clients so they may spend less time worrying about their financial futures and more time on fulfilling, creative and productive activities.
Our Clients share in the understanding that by coordinating and managing today’s financial decisions, they can achieve their financial dreams. They are individuals who expect excellence and have made a commitment to fulfilling their dreams. Our clients lead busy lives and want to simplify by entering into a long-term relationship that is mutually beneficial. They have chosen to work with a professional advisor rather than a sales representative.
Fee-Only Financial Advisors work solely for their clients and are compensated only by a previously agreed upon fee. Therefore, they are completely objective in their evaluation and can recommend a course of action based on strategic financial consideration. Fee-only advisors do not accept commission or receive any other compensation for recommending specific products, thereby eliminating any conflicts of interest.
Personal Financial Planning is the process of establishing goals and creating a way to reach them. The process involves taking stock of all existing resources, developing a plan to utilize them and systematically implementing the plan in order to achieve the objectives. Financial planning is an ongoing lifetime process. The plan must be monitored and reviewed periodically so that adjustments can be made to assure that it continues to meet individual needs.
Investment Management Planning is the process of designing and maintaining an investment portfolio to reach a client’s goals as dictated by the financial plan. As advisors, we take a fiduciary role in the development and monitoring of a portfolio so that it is remains geared towards the individual investor’s goals and personal financial situation.
Ulrike L. Devoto, CFP® has been serving clients in the financial service industry since 1990 when she began working in the Investment Counseling area of U.S. Bank. In 1994, after a 6-month sabbatical in Madagascar, studying the Lemur, she returned to US Bank’s Trust and Investment Department, where she administered Revocable and Irrevocable Trusts, Probates and Investment Management accounts. In June 2000, she formed Ascent Financial Advisors where she specializes in portfolio management and broad-based financial planning. Ulrike received her B.A. in Economics from Whitman College and the Certified Financial Planner designation in 1997. She is a member and past Board Member of the Downtown Rotary Club, is an active volunteer and on the Finance Committee of Loaves and Fishes, and is the Treasurer of the Forest Park Elementary School Foundation.