A complete list of active advisors currently associated with Ascension Legacy Partners, Inc.
Warmer can help you find a great advisor at Ascension Legacy Partners, Inc. or one who fits your needs even better.
Ascension Legacy Partners provides investment management, financial planning and implementation, retirement plan consulting, estate‑planning support, and insurance services to plan sponsors, institutional clients, non‑profits and individual clients. The firm implements portfolios primarily through a turnkey asset management program (Focus Partners Advisor Solutions) and offers employer plan services that can include investment policy design, investment review, fee analysis, vendor research, and participant education. The firm’s investment advice is driven by asset‑allocation models and is implemented largely with no‑load mutual funds and ETFs available on the TAMP, including access to SA Funds and DFA Funds, and it uses fundamental and technical analysis to inform recommendations. Ascension generally operates on a non‑discretionary basis—rebalancing and trades are implemented only after client approval—and relies on independent third‑party tools and outside specialists (tax, legal, estate) to tailor financial implementation plans. Ascension is distinctive among its investment‑manager peers for combining pension consulting and retirement‑plan services with licensed insurance brokerage activity and affiliations with insurance providers, and it discloses and manages the attendant conflicts of interest. The firm also makes use of third‑party advisor selection and technology‑enabled estate‑planning platforms, offers educational seminars/workshops, and accepts hourly planning engagements—features that are uncommon for firms in this category.
To learn more about the advisors currently working at Ascension Legacy Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 24
|
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