Ascent Financial Group - Charlottesville, Virginia

Introduction to Ascent Financial Group

Ascent Financial Group stands as a prominent financial advisory firm based in Charlottesville, Virginia, dedicated to providing comprehensive financial guidance to individuals and families seeking to secure their financial future. The company distinguishes itself through a client-centered approach, emphasizing personalized service and deep expertise in financial planning and investment management. Operating from its professional headquarters at 230 Court Square #202, Charlottesville, VA 22902, Ascent Financial Group is strategically positioned to serve clients across the Charlottesville region and potentially beyond, leveraging its local market knowledge while maintaining a broad perspective on financial trends and investment opportunities.

Core Services Offered

The financial landscape demands specialized expertise, and Ascent Financial Group offers tailored services designed to address the unique needs of each client. Their core offerings include:

• Financial Planning: This cornerstone service involves a thorough assessment of an individual's current financial status, future aspirations, risk tolerance, and life goals. Ascent Financial Group crafts comprehensive, actionable financial plans that guide clients through critical decisions regarding retirement, estate planning, insurance, taxation, and debt management, ensuring a cohesive strategy for long-term wealth accumulation and security.
• Financial Advisory: Going beyond basic planning, their advisory services provide ongoing consultation and strategic direction. Financial advisors at Ascent act as trusted partners, offering insights into market conditions, investment strategies, and timely adjustments to financial plans. This continuous guidance helps clients navigate economic uncertainties and capitalize on opportunities, fostering financial resilience and growth.
• Investment Services: The investment component of Ascent Financial Group's portfolio is built on a foundation of research, diversification, and disciplined portfolio management. They design customized investment solutions aligned with each client's objectives and risk profile, utilizing a blend of traditional and potentially alternative investments. Their approach focuses on achieving sustainable returns while managing volatility, employing strategies that aim to outperform benchmarks over the long term.

Location and Accessibility

Nestled in the heart of Charlottesville, Virginia, at 230 Court Square #202, Ascent Financial Group benefits from its location in a vibrant university town known for its strong economy and diverse population. This strategic position allows the firm to effectively serve the local community and maintain close ties with regional economic trends. The physical address facilitates easy access for clients who prefer in-person consultations, fostering a personal connection between advisors and clients.

Accessibility Features

Demonstrating a commitment to serving all clients without barriers, Ascent Financial Group has implemented thoughtful accessibility features:

• Wheelchair Accessible Entrance: The building welcomes clients with mobility challenges through an accessible doorway or ramp, ensuring everyone can enter comfortably.
• Wheelchair Accessible Parking Lot: A designated, accessible parking area with sufficient space and proximity to the entrance provides convenient transportation options for clients.
• Wheelchair Accessible Restroom: An accessible restroom is available within the premises, ensuring comfort and dignity during visits.
• Appointment Availability: While walk-ins might be accommodated, it is strongly recommended that clients schedule appointments in advance, particularly for extended consultations, ensuring dedicated time with an advisor and minimizing wait periods.

Client Experience and Reputation

The effectiveness of Ascent Financial Group's services shines through client testimonials, prominently reflected in their 4.9/5 average rating across Google My Business, where they have garnered 17 reviews. The overwhelmingly positive feedback underscores their commitment to client satisfaction and professional excellence. Reviewers frequently highlight the personalized attention received, the deep knowledge displayed by the advisors, and the genuine rapport built over time.

Testimonial Highlights

One particularly glowing review reads: "My wife and I have been working with Dustin and Rob for the past 3-4 years and have been extremely satisfied with their level of professionalism and knowledge. We genuinely look forward to our meetings with them and know that family and our retirement is in good hands. Couldn't ask for anything more" This sentiment, echoed across multiple testimonials, speaks volumes about the firm's ability to build lasting client relationships founded on trust, expertise, and proactive financial management.

For individuals seeking financial guidance in Charlottesville or the surrounding areas, Ascent Financial Group presents a compelling option. Their combination of specialized expertise, client-focused services, accessible physical location, and strong online presence makes them a notable player in the financial advisory sector. Prospective clients are encouraged to explore their website, www.ascent-financial.com, contact them via 42274201, or schedule a consultation to experience firsthand the personalized financial solutions they offer.

👍 Reviews of Ascent Financial Group

Shawn D.

5/5

My wife and I have been working with Dustin and Rob for the past 3-4 years and have been extremely satisfied with their level of professionalism and knowledge. We genuinely look forward to our meetings with them and know that family and our retirement is in good hands. Couldn’t ask for anything more!

Pete C.

5/5

First Rob, then Rob and Dustin, and now - transitioning to Dustin as Rob retires. Throughout it all, we have received excellent service from these guys. Advice has been good. Not 100% success rate, but good, steady progress. Investments have done well, but most of all - they listen. No high pressure. No pushing to make uncomfortable changes. We always get a rapid response to questions or requests for help. Usually the same day. We especially appreciate the regular in-person meetings to go over our investments. It's not a short distance for them to travel.

Mark H.

5/5

Peace of mind financial planning! If you are looking for someone who thoughtfully listens to your wants and needs then start working with Dustin. Every question I ask receives a fully thought out response with no "gray areas". Dustin discusses strategies openly and plainly and is absolutely professional in every regard. Extremely knowledgably and well versed; I've come to completely rely on him for help in guiding me and my family to financial security.

Brian K.

5/5

We have worked with Dustin and Rob for more than 10 years and they have kept us on track to enjoy a comfortable retirement. They were recommended to us by a family member, and we have passed that onto other family members and friends. They are great to work with and we would highly recommend them for your financial planning and preparation for the future!

Sarah M.

5/5

We have had an extremely positive experience with Ascent Financial Group and their leader Dustin Newton. Dustin is a clear and patient communicator, working with us multiple times a year to manage our investments, financial plans and strategy. We feel confident in the advice we receive, the execution of the decisions and the expertise they bring to their clients. We highly recommend them as financial advisors and planners.

TheBam36

5/5

Dustin has always kept us well informed and is quick to address any questions or concerns. We enjoy his annual visits to review our finances and plan for the upcoming year.

Dawn M.

5/5

Dustin at Ascent Financial Group is full of knowledge, a great communicator, able to answer questions and explain our financial standings in ways we can understand. The tools shared with us give us confidence that our finances are in good hands!

Stella D.

5/5

Excellent Service provided by Dustin Newton. Keeps us updated regarding any changes we need to make to benefit us. And, treats us like Family. Highly recommend !
Susan Duncan