Boutique wealth management for individuals and families in Irvington, VA.

Wealth Management, Built Around You in Irvington, VA

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A modern, relationship-driven approach to wealth management in Irvington, VA.

Financial planning should feel organized, not overwhelming. In Irvington, VA, we work with individuals and families who want a more connected approach to managing their wealth. By coordinating investments, tax strategy, and retirement planning, we help simplify complex decisions. Our goal is to provide clarity so you can move forward with confidence.

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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 Irvington, VA is designed to create a sustainable income plan that supports your lifestyle and long-term goals.

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A Legacy Designed With Purpose

Legacy planning in Irvington, VA is designed to preserve your wealth and create a clear, structured plan for future generations.

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Keep More of What You Earn

Tax planning in Irvington, VA is designed to align your income, investments, and long-term goals with a more efficient tax strategy.

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Clarity and Control Over Where Your Money Goes

Cash flow planning in Irvington, VA is designed to bring clarity to your financial decisions by connecting income, spending, and savings.

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

Risk management in Irvington, VA is designed to identify potential vulnerabilities and align protection strategies with your financial goals.

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Meet Dustin & Mike
Your Team at Ascent Financial Group
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A Personalized Approach to Wealth in Irvington, VA

Ascent Financial Group is a boutique wealth management firm working with individuals and families in Irvington, VA. We focus on simplifying complex financial decisions by aligning investment management, tax planning, and retirement strategy. Founded in 2020, our firm is built around long-term relationships and thoughtful guidance. Our CFP®-certified advisors bring an average of 16 years of experience, supported by a 99% client retention rate in 2025.

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

Can I work with a financial advisor virtually from Irvington, VA? Yes, many clients work with us virtually, allowing you to receive the same coordinated financial planning experience without needing to meet in person.

What kind of clients do you typically work with in Irvington, VA? We typically work with professionals, business owners, and individuals who want a more structured and integrated approach to managing their wealth.

How involved will I need to be in the planning process in Irvington, VA? We handle the coordination and strategy, while keeping you informed and involved in key decisions so you always understand the direction of your plan.