a personalized, modern approach

Wealth Management, Built Around You

start a conversation

A hand-drawn, textured arrow in a light, muted green color pointing toward the right.
A single, vertical black line on a white background.

A Wealth Management Experience That Feels Intentional

When your income includes equity compensation, deferred compensation, or business ownership, financial planning can become complex quickly—especially when preparing for retirement. Investments, tax planning, retirement projections, and estate documents often live in separate silos - leaving you to connect the dots. At Ascent Financial Group, we place a strong emphasis on retirement planning, bringing all of these elements together into a cohesive, forward-looking strategy - ensuring you’re not only building wealth, but turning it into a sustainable income for the future.

A vertical black line on a white background.
Peace of mind financial planning! If you are looking for someone who thoughtfully listens to your wants and needs then start working with Dustin. Every question I ask receives a fully thought out response with no "gray areas".
A pair of black, bold closing quotation marks centered on a white background.
– mark, happy client
A figure standing on a stack of coins reaches out with a rod toward a second stack, while a taller stack sits nearby.

Plan the Life After Work

We coordinate investment strategy, tax planning, and retirement income design so your transition into retirement feels structured.

A circular icon showing three interlocking gears inside a ring with a rotating arrow.

A Legacy Designed With Purpose

Building wealth is one achievement. Preserving it—and preparing the next generation to steward it responsibly—is another.

A light-colored wooden table featuring an open book and a small, potted green succulent plant.
An icon of a hand holding a percentage sign and a dollar sign, representing financial savings or discounts.

Keep More of What You Earn

We proactively integrate tax considerations into your broader financial strategy, helping you improve efficiency and decisions.

A close-up view of a large, black, industrial-style desk lamp with a conical shade, positioned against a plain wall.
A circular arrow icon encompassing a dollar sign, representing a financial transaction or currency exchange.

Clarity and Control Over Where Your Money Goes

We help you align income, spending, and saving with your priorities—so your money supports both today’s lifestyle and tomorrow’s goals. 

A black and white close-up shows a human eye, focused on the iris and pupil, with long lashes visible.
A simple line-art icon of a magnifying glass angled to the bottom left.

Protecting What You’ve Built—and the People Who Depend on It

We help you identify and manage key risks that could disrupt your plan, ensuring the right protections are in place without unnecessary complexity or cost.

A close-up of a vibrant purple iris flower with yellow and white accents on its petals against a soft green background.
Silhouetted figures watching sunset over a calm body of water; orange and gray sky.
A light green, hand-drawn curved line segment on a plain background.
Meet Dustin & Mike
Your Team at Ascent Financial Group
A single, vertical black line on a white background.

Meet Your Long-Term Partner Focused on Your Success

Ascent Financial Group is a boutique wealth management firm founded in 2020, serving families, professionals and small business owners. Every advisor holds the CFP® certification, and our team averages 16 years of industry experience. With a reported 99% client retention rate in 2025, we are structured for lasting advisory relationships—not transactional interactions.

testimonials

A light green, hand-drawn speech bubble on a white background.

Hear What Our Clients Have to Say

We begin with fit. Our process is designed to work best for executives, business owners, and professionals who value comprehensive planning and transparent pricing.

our approach

Clarify

A light green, hand-drawn arrow pointing to the right.

We evaluate your full financial picture: investments, taxes, equity, cash flow, and legacy priorities.

Coordinate

A simple, hand-drawn arrow pointing to the right, colored in a muted, light green.

Recommendations connect across retirement, tax, and portfolio decisions so tradeoffs are intentional.

Implement 

A hand-drawn arrow pointing to the right in light green.

 Investment and planning changes are executed with long-term alignment in mind.