Ascent Wealth Strategies Group, LLC

Ascent Wealth Strategies Group, LLC At Ascent Wealth Strategies Group, we meet people where they are on their financial path and guide t a Registered Investment Advisor. Member FINRA/SIPC.

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. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc. Securities products offered through Registered Representatives of Cambridge Investment Research, Inc. Ascent Wealth Strategies Group, LLC is not a subsidiary or control affiliate of Cambridge. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

10/10/2026

Lifestyle inflation can be the enemy of wealth building.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/08/2026

What should you look for in a personal finance app?

How familiar are you with the Federal Reserve? Here is a quick history.
10/05/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

A special needs trust can help care for a special needs child, even after you’re gone.
10/03/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
10/01/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
09/28/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

How much is enough for your emergency fund?
09/26/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
09/24/2026

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.

09/21/2026

The financial risks to consider when evaluating self insurance?

Address

Rockville, MD
20850

Telephone

+17038593354

Website

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