What is First Ascent Financial?

First Ascent Financial is a fee-only financial planning and investment management firm. We are located in Colorado Springs, Colorado and work virtually with clients across the nation and around the world. We are passionate about serving the military community because of the sacrifices they make every day for our nation.

Our single mission is to provide quality financial advice at an affordable price.

Our Financial Focus for You

We serve our clients as their personal Financial Guide by focusing on the most important factors relating to their current situation. We begin by guiding our clients through a comprehensive planning process to bring clarity to their goals, organization to their finances, and simplicity to their lives.

Meet the Team

Rich Carroll

CERTIFIED FINANCIAL PLANNERâ„¢, Founder

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Brian Kinney

CERTIFIED FINANCIAL PLANNERâ„¢, MBA

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