Ascend Investment Partners

Ascend Investment Partners is a finance institution located at 175 25th Street in Ogden, Utah, United States. Just like the peaks and valleys of the Rocky Mountains, your financial journey will have its ups and downs. At Ascend Investment Partners, we provide detailed financial planning rooted in our pillars of Plan, Keep, Grow. Our team of financial advisors are here to be your investment partners, helping you navigate all aspects of your financial life. Whether it's investment management, retirement planning, or coordinating with other professionals, we are dedicated to helping you achieve your financial goals.

Our relationship with clients is a partnership, and our own investments and strategies reflect what we do for our clients. As fee-only investment advisors, we prioritize your needs above all else. We do not accept fees based on product sales, ensuring that our only compensation comes from managing investments for our clients. Before jumping into solutions, we take the time to understand you, your family, and your needs, ensuring that proper investment strategies are tailored to your specific goals.

With offices in Logan and Ogden, we serve clients locally in those communities and throughout Utah. Our technology setup allows us to meet with clients in-person and virtually, making it convenient for clients wherever they may reside. Whether you're a first-time client or have worked with a financial advisor before, our team is here to guide you through the process. Contact us today to start your financial journey with Ascend Investment Partners.