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 Partnership for All Seasons
Supporting Financial Advisors. And Their Clients.
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.
Partnering with financial advisors for the benefit of their clients.
In the landscape of investment advising, First Ascent Asset Management says the time for advisors to consider outsourcing some of their services is now.