Ascendant Financial Advisors

Ascendant Financial Advisors Ascendant Financial Advisors provides goals-based wealth management and financial planning.

With over 35 years combined experience, our team is committed to helping clients meet their financial goals and dreams. We believe fostering meaningful relationships is about more than stewarding an investment portfolio of stocks and bonds. Understanding you as an investor, your financial goals and priorities, is the foundation of our practice. Our goals-based approach is tailored to reflect your objectives, no matter how large or small.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/10/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/09/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Learn how to maximize your Qualified Charitable Distributions!
09/08/2026

Learn how to maximize your Qualified Charitable Distributions!

Page Not Found Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.Here are a couple of options to get back on track:If you typed the address in, did you type it correctly?Your best bet is proba...

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
09/06/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Page Not Found Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.Here are a couple of options to get back on track:If you typed the address in, did you type it correctly?Your best bet is proba...

You can help ensure that losing your wallet doesn't turn into something bigger.
09/05/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Page Not Found Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.Here are a couple of options to get back on track:If you typed the address in, did you type it correctly?Your best bet is proba...

There are benefits and limitations when you decide to donate stock. Learn more from our message.
09/04/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
09/03/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
09/02/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Is your retirement portfolio subject to “sequence of returns” danger?
09/01/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Address

E & W Plaza, 1819 N. Turner, Ste. K
Hobbs, NM
88240

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 3pm

Telephone

+15759641583

Website

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