First Ascent Financial

Fee-only financial planning and investment management for the military community. Start mapping your financial path today.

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Financial guidance like you have never experienced

Start making calculated decisions with your finances. Our team of Certified Financial Planners™ will bring clarity, organization, and simplicity to your financial life.

Why does First Ascent Financial work with the military community?

Military life is stressful. We recognize the demands military life puts on you and your family and we want to help remove uncertainty and bring clarity to your finances.

You have to balance your career, education, family, and personal life – so it’s more than understandable that you might not have time to figure out the answers to your financial questions:

  • Should we save for retirement in the TSP or a Roth IRA?
  • Should we buy, rent or live on base?
  • Should we rent or sell our house when we PCS?
  • Should I use the GI Bill for myself or my children?
  • Is my SGLI, FGLI, or VGLI adequate coverage for my family?
  • How much do I need to make as a civilian to replace my military pay and benefits?

Tell us what questions you have, schedule an introductory meeting.

The First Ascent Financial Difference

We designed our business to cater to the unique needs of the military community.
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Financial Planning Focused

Most companies are product centered instead of advice centered. Our financial planning process helps you create financial systems and find opportunities to put more money in your pocket so you can reach your financial goals.

Utilizing Technology for Your Benefit

From leading industry financial planning software to opening accounts electronically, we use technology to streamline your experience. We also have video conferencing capabilities so we can meet with you regardless of your schedule or location.

Financial Planning and Investment Management for one flat-fee

No product sales or commissions. No hidden agendas. You always know exactly how much you are paying your financial advisor.

How we work