Ascend Advisory Group is a boutique investment advisory firm headquartered in Dublin, Ohio. The firm emphasizes personalized investment and retirement planning, combining a client-focused approach with technology and a broad range of wealth management services. Its team works to help clients define financial goals, plan for the future, and care for the people important to them. Ascend highlights collaboration, open dialogue, and access to a deep bench of financial professionals and support staff as part of its service approach.

The firm offers investment planning and retirement planning, and provides resources for business owners and people exploring advisory careers. Its website also features market updates and financial insights, including perspectives from CEO Tony Reilly on the firm’s vision and changes in the industry. Ascend reports managing $2.5 billion in assets as of December 31, 2025, having grown from $27 million in 2001. Investment products and services are offered through Wells Fargo Advisors Financial Network, while insurance products are offered through affiliated nonbank insurance agencies and underwritten by unaffiliated insurers.