FAITH ALIGNED. PURPOSE DRIVEN. LEGACY FOCUSED.
Your wealth has a purpose.
We help you steward it well.
Ascension Wealth Advisors is a fee-only fiduciary investment advisory and wealth management firm serving families and business owners who want clarity, confidence, and a strategy that reflects their values.
Fee-Only Fiduciary
Certified Kingdom Advisor
Accredited Wealth Management Advisor
Serving Families, Business Owners & Organizations, Sports and Entertainment Clients
Sports & Entertainment SE-AWMA Accredited Wealth Management Advisor
Beyond the Portfolio
Looking for more than investment management?
The Ascension Stewardship Office, LLC coordinates every part of your financial life, including taxes, estate, insurance, and legacy, all alongside your investment strategy.
Investment Management With Purpose
Built on Evidence. Aligned With What Matters.
With more than 30 years of experience serving investors, Ascension Wealth Advisors provides independent, fee-only fiduciary investment management built around one standard: your best interest.
Our approach combines disciplined, academic and evidence-based investment principles with the opportunity to align your portfolio with your values and biblical convictions.
But before recommending change, we first want to understand what you already own.
What's Really Going On In Your Portfolio?
Comprehensive Portfolio Analysis
We look beneath the surface of your portfolio to answer the questions that matter:
What do you own? Why do you own it? What are you paying? What risks are you taking? How well diversified is it? And is your portfolio aligned with what matters most to you?
Using sophisticated portfolio analytics, our analysis may include:
Portfolio structure and asset allocation
Fees and expenses
Risk, volatility and maximum drawdowns
Diversification and correlation
Portfolio efficiency and optimization
Regression and factor analysis
Stress testing
Monte Carlo simulations
Current vs. proposed portfolio comparisons
Biblical values screening and alignment, when desired
Discipline Over Speculation
Our Investment Approach
We believe successful investing should be built on a disciplined process, not market predictions, emotion or short-term speculation.
Depending upon your goals, circumstances and preferences, Ascension may utilize:
Structured Asset-Class Portfolios
Low-cost, globally diversified portfolios built around disciplined asset allocation.
Academic/Factor-Based Portfolios
Strategies incorporating established academic research, including principles associated with the Fama-French factor framework.
Biblically Responsible Investment Portfolios
Portfolios designed to incorporate biblical values and convictions alongside prudent portfolio construction.
Ascension Model Portfolios (AMP)
Core portfolio strategies that may include complementary individual securities when appropriate to your objectives and values.
A Strategy That Moves With You
Ongoing Fiduciary Management
Building the portfolio is only the beginning.
We provide ongoing monitoring, disciplined rebalancing, risk and allocation review, adjustments as your circumstances change, and regular progress reviews.
We measure progress against your goals, not simply against a market benchmark.
How We're Compensated, And Why It Matters
Independent. Fee-Only. Fiduciary.
Ascension Wealth Advisors is compensated directly by its advisory clients pursuant to its Investment Advisory Agreement and Form ADV.
As a fiduciary, we are committed to placing our clients’ interests first and identifying and disclosing material conflicts of interest.
Our role isn’t simply to manage your investments. It’s to help ensure your investment architecture supports your life, family, values, stewardship priorities and the purposes your wealth is ultimately intended to serve.
Start With What You Already Have
Request Your Comprehensive Portfolio Diagnostic
You may already have an advisor, and your portfolio may be doing exactly what it should.
But when was the last time someone independently looked beneath the surface and showed you what you actually own, what you’re paying, the risks you’re taking, and how efficiently everything is working together?
Our Comprehensive Portfolio Diagnostic provides an independent second look at your current investment strategy.
Risk
Diversification
Fees
Correlation
Drawdowns
Portfolio Efficiency
Factor Exposure
Stress Testing
Monte Carlo Analysis
Values Alignment
We’re not starting with the assumption that something is wrong.
We’re starting with the belief that you deserve to know.
If your portfolio is well constructed, you’ll have greater confidence.
If we uncover something worth examining, you’ll have greater clarity about what deserves attention.
Either way, you’ll be a better-informed steward of what has been entrusted to you.
GET A SECOND OPINION
Request Your Comprehensive Portfolio Diagnostic
No obligation to become an Ascension Wealth Advisors client.
Know what you own. Understand why you own it.
Be confident it’s working toward what matters most.
See Where You Stand In Seconds
Statement Scanner
Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. All investing involves risk, including the possible loss of principal. Biblically Responsible Investing incorporates values-based criteria that may cause a portfolio to differ from a portfolio that does not use such criteria and may affect investment performance. Any investment strategy will be based upon each client’s individual circumstances, objectives, and risk tolerance.
WHO WE SERVE
Built for people who want more than a traditional advisor.
Our clients are business owners, families, executives, pre-retirees, and faith-led organizations ready for a plan that accounts for their whole financial life, not just their portfolio. They value collaboration. They want to be coached, not just managed. And they want an advisor who takes their wealth and their values equally seriously.
If that sounds like you, we'd like to meet.
CLIENT TESTIMONIALS
What Others are Saying
AT OUR CORE
Guided by faith.
Accountable to you.
We believe wealth carries responsibility. That how you manage it matters as much as how much you have. That conviction shapes every strategy we build and every relationship we keep.
You don't have to be a Christian to work with us. But if your values matter to you in how your finances are managed, you'll find a home here.
LET'S CONNECT
"God Owns It All. We Help You Steward It Well."
A coordinated plan. A fiduciary you trust. A strategy built around who you are and what you believe.
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Copyright 2026 Ascension Wealth Advisors. All Rights Reserved.
"Nothing on this site constitutes personalized investment, legal, tax, or accounting advice — consult the appropriate professional for your situation"
Investment advisory services are offered through Ascension Wealth Advisors, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services are provided only pursuant to a written Investment Advisory Agreement.
The Ascension Stewardship Office, LLC ("ASO") is a non-advisory planning and coordination platform designed to facilitate collaboration among independent professionals, which may include attorneys, certified public accountants, insurance professionals, valuation specialists, charitable planning consultants, and other subject-matter experts. These professionals are independent of Ascension Wealth Advisors and are solely responsible for the services they provide.
Unless otherwise stated in a written advisory agreement, services provided through the Ascension Stewardship Office are separate from Ascension Wealth Advisors, LLC’ investment advisory services and may not be offered in an investment advisory capacity. Ascension Wealth Advisors, LLC does not provide legal, tax, or accounting advice. Clients should consult their own qualified legal, tax, and accounting professionals before implementing any strategy.
References to biblical stewardship or faith-based principles reflect the firm’s philosophy and are not intended to imply that investment results or financial outcomes are guaranteed.