Ascend Advisory Group

Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 6/1/25). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors helps ensure that we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved. This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV only. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social PM-03092027-6604263.2.1