Flat Fees Are Here
Simple. Transparent. Easy.
Opportunity is missed by most people because it is dressed in overalls and looks like work.
Taking a Different Path
An investment firm truly driven by client needs.
It is possible to fly without motors, but not without knowledge and skill.
A real world approach.
You must never be fearful about what you are doing when it is right.
A Process for All Seasons
Understand the past. Anticipate the future.
Simplicity is the glory of expression.
Experience at Work
Guidance, know-how, insight, wisdom.
Never interrupt someone who is doing what you said couldn't be done.
Plain and Simple
Clarity and confidence through client education.
I decided to start anew, to strip away what I had been taught.
Working hand in hand with financial advisors so their clients can enjoy the things that matter.
First Ascent Asset Management is a newcomer in the ETF strategist space.
Come see us at the 2017 XY Planning Network annual conference in Dallas. We’ll be in town August 28-31. Drop us a line or an email. We’d love to visit with you.