Where Business, Family, and Financial Decisions Align
A multidisciplinary advisory firm providing structured, fiduciary guidance for individuals, families, and business owners facing important transitions.
Who is Ascent Advisors?
Ascent Advisors is a multidisciplinary advisory firm serving farm families and family-owned businesses.
We operate through two integrated arms—Consulting and Wealth Management & Insurance—so clients can address business, family, and financial decisions in a coordinated way, rather than through disconnected advisors.
Consulting (Family Business & Farm Advisory)
The consulting arm focuses on the business and family system. This includes:
Succession and ownership transition planning
Business structure, governance, and decision-making clarity
Leadership development and next-generation readiness
Resolving complex family–business issues that sit beneath the surface technical problems
This work helps families make durable decisions about control, continuity, and the future of the enterprise—not just documents.
Wealth Management & Insurance (Personal & Family Financial Advisory)
The wealth management and insurance arm focuses on the financial outcomes tied to
those decisions, including:
Comprehensive financial and retirement planning
Investment and portfolio management
Estate and legacy planning coordination
Risk management, life insurance, and long-term care strategies
This arm ensures that personal wealth, liquidity, and protection strategies are aligned with any business realities and/or family goals.
Why This Matters:
Most families experience business planning, financial planning, and insurance as separate conversations with different advisors. Ascent Advisors intentionally integrates these disciplines so:
Business decisions and personal finances reinforce each other
Planning is practical, not theoretical
Families gain clarity without managing multiple advisory relationships
Who We Help
Ascent Advisors works with individuals, families, and business owners navigating important financial, personal, or generational decisions who want clear, coordinated guidance.
While many of our clients own farms or family businesses, ownership is not required. Our services support a wide range of situations—from straightforward financial planning to highly complex family and business systems.
Individuals and Families Seeking Financial Clarity
Through our wealth management and insurance services, we work with clients who:
Are planning for retirement and long-term income needs
Want help managing investments and overall financial strategy
Need coordinated estate, tax, and legacy planning
Are evaluating life insurance or long-term care solutions
Want a trusted advisor as life and priorities evolve
These clients may be professionals, retirees, widows, inheritors, or families earlier in their wealth journey—not business owners.
Farm Families and Family-Owned Business Owners
We also serve families who:
Own operating farms or closely held businesses
Are planning for leadership, ownership, or governance transitions
Need alignment between business decisions and personal wealth outcomes
Want to reduce risk, protect value, and prepare the next generation
For these clients, consulting and wealth management work together to address both the enterprise and the family behind it.
A Shared Thread Across All Clients
Regardless of background or complexity, our clients tend to share common needs:
They are facing decisions that matter
They want advice that is practical, not theoretical
They value coordination over fragmented advice
They are seeking long-term guidance, not one-time transactions
Ascent Advisors meets clients where they are—providing the right level of support today, while remaining capable of supporting more complex needs in the future.