Ascend Advisory Group
6760 Perimeter Drive, Dublin, OH 43016
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About the Business
Ascend Advisory Group, located at 6760 Perimeter Drive in Dublin, Ohio, is a finance institution dedicated to bringing the power of the markets to your doorstep. The team at Ascend believes in open dialogue, sharing new insights, and providing unwavering commitment to your financial success. With assets under management starting at $27M in 2000 and tripling their staff since 2010, Ascend Advisory Group is well-equipped to provide you with the time and care you deserve.
The institution has been recognized for its excellence, with accolades such as being named to the Forbes Best-In-State Wealth Management Teams in 2024 and having David Thompson named to Top Next-Gen Wealth Advisors Best-In-State. They prioritize serving clients in states such as AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, and WV.
At Ascend Advisory Group, you can expect a loyal, service-oriented team ready to help you define your financial goals and take care of what matters most to you. Whether you are looking for wealth management, investment advice, or financial planning, Ascend Advisory Group is here to support you every step of the way.
Reviews
"I have been with Ascend Advisory for nine years and I am very satisfied."
"Ascend Advisory group I have used Greg Miller and Chris Bardos as my advisors over the last 6 years. Excellent results. They are professional and have a great knowledge regarding investment advice."
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