150 Monument Road, Suite 207, Bala Cynwyd, PA 19004

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Request an Appointment

Contact

Bala Cynwyd Office

150 Monument Road

Suite 207

Bala Cynwyd, PA 19004

Phone: (215) 554-3451

Fax: (866) 400-5612

Mon-Fri: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (215) 554-3451

Fax: (866) 400-5612

150 Monument Road

Suite 207

Bala Cynwyd, PA 19004

info@ascensionlegacypartners.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Ascension Legacy Partners (Ascension) is a registered investment adviser located in Pennsylvania. Ascension may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Ascension’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Ascension’s web site on the Internet should not be construed by any consumer and/or prospective client as Ascension’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Ascension with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Ascension, please contact the state securities regulators for those states in which Ascension maintains a registration filing. A copy of Ascension’s current written disclosure statement discussing Ascension’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Ascension upon written request. Ascension does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Ascension’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.