Ascent Financial Advisors

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial advice. We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide guidance, support, and peace of mind. In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client

MJD Financial Services is a Lafayette-based wealth management firm that offers comprehensive planning and personalized guidance to individuals, families, business owners, and retirees. With years of experience, disciplined planning, and analytical capabilities, their team serves as trusted financial partners, helping clients make informed decisions and addressing every financial matter. They specialize in retirement planning, financial planning, education planning, and investment strategies, aiming to simplify life's complexities and provide tailored solutions for long-term financial success. At MJD Financial Services, they understand that there is more to financial life than just investments. Their structured process, analytical insights, and personalized guidance allow them to manage market risks, identify investment opportunities, and build balanced portfolios. With a pragmatic approach to wealth management, they strive to nurture wealth, simplify complexities, and help clients achieve their financial goals, whether it's generating income in retirement, preserving wealth for future generations, or pursuing financial independence.Generated from the website