Ascend Investment Partners of North Ogden

Ascend Investment Partners is a Financial Planner in North Ogden, UT. They provide comprehensive fee-only financial planning and investment management to clients throughout the Greater Salt Lake City area, Weber County, and Cache County. The firm helps clients plan for, build, and enjoy a long, successful retirement through a process rooted in three pillars: Plan, Keep, and Grow. Their services include investment management, retirement planning, and coordination with other professionals such as estate attorneys and tax professionals. They serve clients in Logan, Ogden, and communities throughout Utah, including North Logan, Providence, Hyde Park, and Millville. The business holds a rating of 5.00 based on customer reviews.

The team of financial advisors offers guidance on building detailed financial maps to navigate the peaks and valleys of a client’s life. They incorporate all facets of a client’s financial picture into their planning process to act as true investment partners. The firm’s relationship with clients is described as a partnership, with the advisors’ own investments and strategies mirroring what they do for their clients. They offer both in-person and virtual discovery meetings to accommodate clients regardless of where they reside in the state. The firm also hosts a bi-weekly podcast featuring advisors discussing financial planning.

Paul Norman, CFP®, is a Senior Financial Advisor who has been helping clients in Logan and Ogden meet their financial objectives for more than 30 years. He began his career in 1983 with Summers Insurance Agency in Logan, joined First Security Bank Investor Services in 1990, spent nine years at UBS Wealth Management, and moved his practice to Wells Fargo Advisors Financial Network in 2009. Norman received his CERTIFIED FINANCIAL PLANNER™ designation in 1996 and holds series 3, 7, 31, 63, and 66 securities registrations. Kevin Kesler, another Financial Advisor, brings more than 30 years of experience in the financial services industry to serve Ogden-area investors. In the Logan office, the team also includes Garrett Smith, who provides wealth management and investment management to local communities.

The firm’s strong reputation is reflected in its perfect 5.00 rating from customers who have reviewed its services. This high standing underscores the trust clients place in their fee-only, fiduciary approach to wealth management and retirement planning.

Ascend Investment Partners combines decades of combined advisor experience with a client-first fiduciary standard to help families in North Ogden and across Utah secure their financial futures.

Ascend Investment Partners is located on Washington Boulevard in North Ogden, Utah, just steps from the main road and about a tenth of a mile from North Washington Boulevard. The office is situated near the North Ogden Clinic and the North Ogden Canal, with the North View Fire Station and North Shore Aquatic Center within half a mile.

BizScoreAI awards Ascend Investment Partners a Schema & Structure score of 100 out of 100, which ensures that AI assistants and search engines clearly understand the firm's services and offerings. The business also receives a Technical score of 73 out of 100, reflecting a secure and indexable website that allows search engines to read the site without errors.