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Welcome to Ascent Financial Advisors

About Us

Ascent Financial Advisors is an independent boutique financial services firm located in Denver,Colorado.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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10b5-1 Plans - Purpose and Design

Are you subject to Insider Trading Windows for your company stock options or restricted stock? Have you ever missed out selling at an attractive price because your window was closed? Or are you at a loss trying to figure out how to create an intelligently designed 10b5-1 trading plan? If so, this months' blog may answer many questions and help put you on the road to completing a plan... What is a 10b5-1 Plan? 

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