Helping You Make Your Retirement Money Last
As fiduciary, fee-only financial advisors in Utah, we're here to serve clients in Logan, UT, and Ogden, UT, and throughout Utah as they plan for, build, and then enjoy their retirement. During the best of times and the most volatile of stock market conditions, our focus is on helping you have a successful, enjoyable and long retirement. This deep commitment to our clients is one of the reasons we find ourselves working with many generations of families.
Our Services for Your Best Retirement
Our purpose as financial advisors is right in our name. We're here to be your investment partner. There are so many pieces of your life that your finances impact. In turn, there are myriad facets of your financial picture. We incorporate all of those pieces into our planning process, so we can be true investment partners for you. Whether it's investment management, retirement planning, coordinating with other professionals like estate attorneys and tax professionals, we're here for you.
Who We Are
Speak with Our Team
Whether you've had an advisor before or you're looking for one for the first time, our team is here to help guide you through the process of working with one of the advisors at Ascend Investment Partners. We have offices in Logan and Ogden, and we serve clients locally in those communities and throughout Utah. Thanks to our technology setup, we can meet with clients in-person and virtually. So even if you don't reside directly in the cities where our offices are located in Utah, we're happy to help you on your financial journey wherever you live. Our discovery meetings take place over web conference so we can make the best use of your time.
We Are Fee-Only Investment Advisors Focused On Your Needs First
What is Fee Only?
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in our clients' best interest. We do not accept any fees or compensation based on product sales, and our only compensation is through a single fee for the investments we manage for clients.
Planning First.
We do not jump into solutions without understanding you, your family and your needs. Proper investment strategies, retirement income planning, estate planning and tax coordination comes only after we have a plan in place for you.