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.
Why select a “fee-only” financial advisor?
“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, eliminating any conflicts of interest.
Ulrike L. Devoto, CFP ®
Ulrike has been serving clients in the financial service industry since 1990 when she began working in the Investment Counseling area of US 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 1998, she joined Capital Management Consulting where she completed financial plans and managed assets for individuals and businesses. In June 2000, she formed Ascent Financial Advisors where she specializes in portfolio management and broad based financial planning.
Ulrike received her Bachelors degree in Economics from Whitman College. Advanced professional education includes in depth courses in estate and tax planning.