Screen Shot 2023-03-23 at 12.44.36 PM.png

Guided by values, focused on value.

Ascension Capital is devoted to serving, advising, and empowering our clients.

  • Investment Management

    We create custom portfolios for every client, because we know everyone’s needs and goals are different. Clients hire us to manage IRAs, taxable brokerage accounts, 401(k)s, trusts, endowments, and other retirement accounts. Diversified allocations span equities, fixed income, and non-traditional asset classes (alternatives). Services include:

    Customized investment strategies

    Strategic + risk-managed portfolios

    Ongoing education and communication

    Access to alternative investments

  • Comprehensive Planning

    Families and business owners have planning needs that go well beyond investments. Ascension Capital has Certified Financial Planners who can guide you in the financial planning process, and we can work with other advisors (CPAs, tax attorneys, estate attorneys) to coordinate the elements of your plan. Services include:

    Financial planning

    Estate planning

    Tax planning

    Asset protection

  • Corporate Retirement Plans

    Ascension Capital focuses on managing 401(k) plans for small- to mid-size businesses. We have three core beliefs for maximizing a 401(k) plan’s potential: simplify the investment lineup, minimize expenses, and conduct ongoing research and due diligence to identify the most attractive investment options available in the fund lineup. Services include:

    Investment education and fiduciary support

    Advisor to plan participants

    Plan design

    Service provider liaison

“When I started Ascension Capital in 1997, I saw it as our mission to help families achieve financial peace of mind.

Giving our clients financial security meant giving them the freedom to experience joy without worry. The freedom to pursue their dreams.

Over 25 years later, our mission is exactly the same.”

Paul B. Thompson

PRESIDENT & CHIEF INVESTMENT OFFICER

Explore our financial planning and market insights.

Want to speak directly to an Ascension team member?
Feel welcome to call, email, or request a meeting.