About Ascend Financial Group
We listen more than we talk
At Ascend Financial Group, we listen more than talk… enabling us to gain a deeper understanding of your needs and goals. When you come to Ascend, it’s so much more than being sold a product.
Our goal is to elevate you to new level of financial stability, which requires more than just an insurance or wealth accumulation product. We build relationships that will last for the long-term, understanding that your needs and goals will change through the years.
Charles Bobo
As the founder of Ascend Financial Group, Charles’ vision for the organization is creating a high-touch boutique financial services firm that focuses less on client quantity and more on client quality. With more than 25-years experience as an entrepreneur and insurance executive, he founded Ascend in 2019 to focus primarily on those approaching retirement and small businesses owners. He has established relationships with the top A-rated financial service companies, empowering Ascend to address nearly every client need.
Ascend’s Guiding Principles
We don’t do anything our mothers would not be proud of.
We treat clients with the utmost respect and integrity.
We seek to empower our clients for financial success.
We understand success is a marathon, not a sprint.
We are entitled to nothing, but work to earn everything.