Personalized financial planning for high earners and families in Chesterfield, VA.

Wealth Management, Built Around You in Chesterfield, VA

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Strategic financial planning designed for professionals and business owners in Chesterfield, VA.

As your income and responsibilities grow, so does the need for thoughtful financial planning. In Chesterfield, VA, we help individuals and families align investments, taxes, and retirement strategy into one cohesive plan. Rather than managing pieces separately, we focus on how everything works together. This creates a clearer, more intentional path toward long-term financial success.

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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".
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– mark, happy client
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Plan the Life After Work

Retirement planning in Chesterfield, VA helps align your investments, tax strategy, and income needs for a confident transition into retirement.

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A Legacy Designed With Purpose

Legacy planning in Chesterfield, VA focuses on coordinating beneficiaries, trusts, and long-term wealth transfer decisions with your overall strategy.

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Keep More of What You Earn

Tax planning in Chesterfield, VA helps high earners proactively manage taxes through year-round strategy and coordinated financial decisions.

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Clarity and Control Over Where Your Money Goes

Cash flow planning in Chesterfield, VA provides structure around how your money moves so you can balance lifestyle and future planning.

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

Risk management in Chesterfield, VA focuses on protecting your income, assets, and family through coordinated planning and coverage review.

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Meet Dustin & Mike
Your Team at Ascent Financial Group
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Financial Guidance Built for Chesterfield, VA Professionals

Ascent Financial Group provides personalized wealth management services to clients in Chesterfield, VA. Our firm focuses on delivering a planning-led experience that connects investments, tax strategy, and retirement goals into one cohesive plan. Founded in 2020, we’ve built a boutique practice designed for accessibility and long-term partnership. With a team of CFP® professionals and a 99% client retention rate in 2025, our approach is centered on consistency and lasting value.

We’ve answered a few common questions to help you better understand how our process works and what to expect.

common faqs

Frequently Asked Questions

Do I need both financial planning and investment management in Chesterfield, VA? Yes, because investment management alone focuses on your portfolio, while financial planning ensures those investments align with your tax strategy, retirement goals, and overall financial life.

When should I start working with a financial advisor in Chesterfield, VA? Many people benefit from working with an advisor once their income, investments, or financial decisions become more complex and require long-term planning.

Is there a minimum to work with a financial advisor in Chesterfield, VA? Our services are typically designed for individuals and families with more complex financial situations and investable assets, where coordinated planning provides the most value.