Why Ascend Financial Partners Was Founded
It Started With a Simple Idea
Ascend Financial Partners was created with a simple belief:
Financial planning should be personal.
Tony Preziuso and Jim Eismon spent years working in the financial industry and saw how easily financial planning could become focused on accounts, products and transactions rather than the people behind them.
They believed there was another way.
A way where clients could have real conversations about their lives, their families and their goals.
A way where financial planning could be easier to understand.
A way where a long-term relationship could matter just as much as the numbers.
That's the foundation on which Ascend was built.
How We WorkWhy Tony and Jim Started Ascend
Tony and Jim wanted to create a financial-planning experience centered around the things they believe matter most:
Relationships over transactions.
Financial planning is personal. It involves your family, your future and the goals you've worked hard to achieve.
Strategy
over sales.
The focus should be on understanding your circumstances and considering strategies that fit your goals.
People over portfolios
Your investment accounts are important—but they're only one part of your financial life.
What We Believe Financial Planning Should Be
We believe financial planning should be:
Understandable
Financial concepts don't need to be complicated to be valuable. We believe clients should understand the decisions they're making and why those decisions matter.
Personal
No two families have exactly the same circumstances, priorities or goals. Your financial strategy should reflect your life.
Ongoing
Your financial plan isn't finished when the documents are signed. Life changes, and your financial strategy may need to change with it.
Built on Trust
Good financial relationships take time. We believe in open conversations, transparency and getting to know the people we're working with.
What You Can Expect From Ascend
When you begin a relationship with Ascend, the first step isn't simply looking at your investments.
It's getting to know you.
What matters to you? What are you working toward? What concerns you? What does the next chapter of your life look like?
From there, our team can begin considering how the different pieces of your financial life fit together.
Financial Planning With Northeast Ohio Roots
Ascend Financial Partners is proud to serve individuals and families throughout Northeast Ohio, including Akron, Summit County and surrounding communities.
For Tony and Jim, being local isn't simply a geographic description. It's about building relationships in the communities where clients live, work, raise families and plan their futures.
Meet the People Behind Ascend
The Ascend team brings decades of combined financial-services experience, along with a shared commitment to personal relationships and thoughtful planning.
Frequently Asked Questions
Why was Ascend Financial Partners founded?
- Ascend was founded by Tony Preziuso and Jim Eismon around the belief that financial planning should be more personal, understandable and relationship-driven.
What makes Ascend's approach different?
- Ascend emphasizes personal relationships, individualized planning and ongoing conversations around the client's broader financial life.
Who does Ascend work with?
- Ascend works with individuals and families with a range of financial circumstances and goals throughout Northeast Ohio.
Where is Ascend Financial Partners located?
- The firm currently lists its office at 3401 Enterprise Parkway, Suite 405, Beachwood, Ohio.
How do I begin a conversation with Ascend?
- The first step is to contact the firm and schedule an initial conversation to discuss your circumstances and goals.