Financial Advisors

Ascensus is and always has been advisor-centric. We believe in the value of the trusted relationship of the financial advisor.

Introduce your clients to a respected leader

Over 19,000 financial advisors have already introduced us to their clients. Now is the time to introduce us to yours.

We offer a broad range of solutions that allow financial advisors to choose how they want to work with their clients:

Grow Your Business

We know that you have many choices when deciding on a partner. ​We also understand the evolving nature of the retirement industry and how to help you modernize your practice. Ascensus can help you align your practice with new industry standards and the needs of your clients.

Help business owners

From trust solutions and enrollment support to award-winning service and technology, we have the solutions you need to help business owners save for retirement.

Become an elite advisor

What would happen to your retirement plan business if you could work with a provider that rewards you with actions instead of just words? Our newly enhanced Elite Advisor program is designed to demonstrate our commitment to enhancing and retaining our relationship with you.

Request a proposal

An Ascensus regional vice president can provide in-person support, helping you prepare for or joining a client meeting to facilitate the sale. After you’ve sparked interest, use our proposal to help you build trust and present plan details to your client in an easy-to-follow format.

Already have your advisor credentials?

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