Our Company
Ascent Wealth Strategies Group, LLC, was established in 2020 by two successful business partners (Jeff Olson and John William Clark Miller) to combine their strength and talents, with over 40 years of industry experience, into a single entity that offers clients tailored solutions only a team can provide. Our belief is that every person has the ability to create the life they desire with guidance they trust and respect. Our personalized process ensures the proper steps are taken to identify, organize, educate, and ultimately implement recommendations to meet each client’s goals.
Ascent Wealth Strategies Group, LLC is located in Rockville, MD with clients located all around the United States.
Our Mission
At Ascent Wealth Strategies Group, we meet people where they are on their financial path and guide them to the future they desire, creating a unique financial planning experience.
Why we do what we do?
Success is more than how much money you have, it is about being blessed to serve others in achieving their goals, no matter how big or small. Financial planning is our way of serving those we work with to be prepared for all of life’s ups and downs. Having someone you trust makes all the difference in being able to push through difficult times and celebrate the great times. Helping clients to achieve their goals, one step at a time, and protecting their families is our honor and privilege and why we do this important work.
What’s in it for you?
First of all, you have access to the resources, advice and partnership of financial advisors with over 40 years of industry experience, as well as a CERTIFIED FINANCIAL PLANNER™. For more information on our backgrounds, please see our bios in "Our Team". We are independent, which allows us to provide all the necessary solutions each client needs without being tied to any one company, we make the decisions on which partners and solutions are in the best interest of our clients. Our investment advisory and security business are conducted through Cambridge Investment Research, as our broker-dealer.
Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and registered investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country supporting over 3,000 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own. Please refer to Cambridge’s “Fast Facts” for additional information on the firm.
Our comprehensive financial planning process allows us to review, evaluate, and monitor your assets held with and without our firm, such as your employer’s retirement plan to keep you on the right path to achieving your goals.
What you can expect from our initial meeting?
Our initial meeting is all about us listening to you. We want to understand your dreams, goals, objectives, passions and fears, and to determine if this partnership is a good fit.
This confidential conversation is usually between 90 minutes and 2 hours and is at no cost to you. Once we understand your goals, we will discuss next steps, how we can help you, and how we are compensated should you decide to partner with us. By partnering with us you will then receive a tailored strategy to help ensure you are able to pursue your goals and objectives.