Firm Mission

Ascension Capital Advisors, Inc. offers expertise which lies in both INVESTMENT MANAGEMENT & COMPREHENSIVE PLANNING as we serve successful individuals, families, businesses, trusts and foundations. Our mission is to provide financial peace of mind to our clients and their families through our:

Proven Expertise

With vast experience in the various disciplines of the financial services industries, Ascension assists our clients and their families through the myriad of financial strategies and techniques necessary to help our clients reach their financial goals and objectives.

Exceptional Service

We work together to assist our clients in accomplishing their business and financial goals in a prudent and efficient manner. We pledge to make the “little things” big — such as answering and returning phone calls and emails within 24 hours, and anticipating and resolving client needs even before they are aware of them. We understand that we work with people, not with accounts.

Unwavering Integrity

At Ascension, the client’s needs and interests come first. This commitment creates a trust that is hard to duplicate in today’s world. Working side by side with individuals, our purpose is to see each client’s goals and objectives are met. In doing so, we provide a sense of security in today’s marketplace as trusted financial advisors in virtually all aspects of our clients financial lives.

WE FREE YOU UP TO DO WHAT YOU DO BEST! ENJOY LIFE.

Investment Management:

Most of our clients, like Will Rogers, are more interested in the “return of their money than the return on their money”. Consequently, our clients' portfolios are typically structured on a risk-adjusted basis so that returns are good, but risk is minimized. Since most of our clients are already successful, their priority is to protect what they have while also having their portfolio grow.

Comprehensive Planning:

It has been said that if you aim at nothing, you’ll hit it every time. Planning, whether it is financial, estate, tax or risk management, is nothing more than deciding where you want to go and letting us help get you there.
While it has also been said that no one cares more about your money than you do, we believe that we take a close second. Our top priority is to understand your financial goals and help you stay on track to achieve them.

Contact us today to learn more about Ascension Capital Advisors, Inc.

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