Ascend Financial Planning

Worry Less. Live More!

We’ll help you create a holistic, easy-to-follow plan that improves your financial health and ensures security for your future.

Objective, Fee-Only Financial Advice

Ascend Financial Planning, LLC is a South Carolina Registered Investment Advisory firm located in Columbia, South Carolina.

What’s New at Ascend…

Download useful forms, read the latest news and see our recommended reading list. Ascend Financial Planning is at your service!

Hourly, Fee-Only Financial Services in South Carolina

Just like an illness, a financial setback can strike at any time. Are you prepared?

Identify the Symptoms of Future Financial Problems

Start with Ascend Financial Planning, LLC’s professional, objective financial advice. Financial planning is more than keeping track of your current investments. From insurance to retirement planning, the decisions you make today will have long-term effects on your future.

Have Confidence in Your Financial Health Before You Make the Big Decisions

You have big goals for your future, your family and your business. Ascend Financial Planning can help you get there. We offer a better solution by offering hourly, as-needed advice and support to keep you in the best financial shape of your life.

No account minimums, no conflicts of interest, and no commissions.

Get a Personal Financial Prescription You Can Trust

At Ascend Financial Planning, the most important part of our plan is you. Whether you’re a first-time or do-it-yourself investor, we diagnose your current financial situation, address the biggest areas of concern and prescribe an easy-to-follow, comprehensive financial plan. We can even help you implement it. Our flexible, affordable approach focuses on helping you achieve your dreams.

Worry less. Live more!