Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 12/11/24). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors ensures we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved. 

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. 

Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social


Finance

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Ascend Advisory Group

Tony Reilly

Chase Fowler

This department provides financial guidance and advisory services to clients, helping them to manage their investments and achieve their financial goals.

Financial Services

This department is responsible for managing client relationships and providing support to meet their needs.

Client Services

This department oversees the strategic direction and overall management of the organization.

Ascend Advisory Group

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Teams

Financial Services

Client Services

Executive Leadership

Offices

Ascend Advisory Group

Org chart

Teams

Financial Services

Client Services

Executive Leadership

Offices

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