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.

06/01/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/30/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/28/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Have you used a junk-drawer approach to manage your investments?
05/25/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
05/23/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/21/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/18/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

There are four basic steps to calculating the value of an estate.
05/16/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Secrets of the Temple: How the Federal Reserve works.
05/14/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What’s the difference between a General Obligation bond and a Revenue bond?
05/11/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Address

Rockville, MD
20850

Telephone

+17038593354

Website

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