Ascent Capital

Services Offered

• Personal financial planning
• Investment management
• Retirement planning

About

Ascent Capital is a financial planning firm based in Bend, Oregon, providing fiduciary financial advice to clients since 2001. The firm offers a range of services including personal financial planning, investment management, and retirement planning, all on a fee-only basis. As CERTIFIED FINANCIAL PLANNER™ professionals, they adhere to high standards of education and ethics, ensuring that they act solely in the best interests of their clients. As a boutique independent firm, Ascent Capital is committed to transparency and personalized service, helping individuals and families achieve their financial goals.

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Business Information