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Personal Finance LLC

We Build Financial Foundations for Gen Y & Z

As Seen In

Accessible

No Asset or Income Minimums.

Fiduciary

Always In Your Best Interest.

Fee-Only

No products. No Commissions.

Our Goal Is to Be Your Trusted Financial Partner

Serving Technologists, Engineers, & Medical Professionals

Ascent exists to empower you to pursue your values & goals with confidence. We're committed to building genuine & deep relationships so we can help you when you need it most.

 

As a next-generation fee-only firm, we provide a comprehensive range of virtual financial planning services for Gen Y & Z technologists, engineers, & medical professionals.

Our Commitment to You

We value your trust. Here is how we show our commitment to you.

Accessible.

At Every Step.

We're committed to helping you no matter your financial situation.

To show our dedication to the accessibility of quality financial advice, we have no minimum asset or income requirements to work with us.

Fiduciary.

All The Time.

As fiduciaries, we are obligated to provide objective financial advice that is in your best interest.

Our motivations lie in providing you unbiased solutions & strategies for your needs.

Fee-Only.

No Products.

As a fee-only, advice-only firm, our model is built so that when you do well, we do.

Unlike brokers, we are independent of specific products or services, have no sales quotas, & do not accept commissions.

Ready to build your financial foundation?

Our Passion is Seeing You Succeed.

 

How We Help

Together, we partner to create a personalized action plan that builds your financial foundation.

Financial Planning Services We Offer Include:

We provide advice on all facets of your personal finances including the aspects below. Additionally, we can coordinate the preparation & filing of your income taxes through Ascent Tax Services, a separate company that's under common ownership with Ascent Personal Finance.

 

Cash Flow & Debt Management

Investment Direction

Career Asset Management

Business Planning

Retirement Planning

Education Planning

Tax Strategies

Risk Management

Estate Planning

Charitable Giving

Holistic Financial Planning

Check Out Our Videos & Slides That Describe How We Help in Detail!

 

Partner With Us

We'd love to work with you! Here are the different ways we partner to build your financial foundation.

AscentPlan

Comprehensive Financial Plan

AscentCare

Ongoing Financial Planning

Hourly Financial Planning

AscentHelp

Ready to Get Started?

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Discover Clarity For Your Today.

What To Expect

We are committed to deeply knowing you, your values, and your vision so that we can create the influence you desire.

Here's how we get to know you.

 

"The Story & Not The Numbers"

Initial Consultation

We'll have a relaxed conversation where we get to meet you and you get to meet us. We'd love to learn all about where you've come from, where you are now, & discover together whether working with us will help get you where you want to go!

Many people view meeting with their financial planner like reading a book they don't want to - "It's going to be a bit painful, but I'll be better off for it in the end". We make sure it isn't that way. That's why we like to say this meeting is all about "the story and not the numbers". It's all about what's important to you which means we may not even discuss "the numbers" until the Discovery meeting.

Discovery Meeting

In your discovery meeting, we listen closely to uncover data on your financial picture & learn more about your goals, habits, and motivations. The purpose of this time is to begin analyzing your current situation, discovering strengths and weaknesses, and uncovering opportunities.

At this time, we will gather any relevant info appropriate to your situation including asking you to organize several documents that will provide us with key information on your financial picture. We invest a significant amount of time in our discovery process because the better the information we have, the better our recommendations will be.

"The Numbers Behind The Story"

"Let's Get

To Work!"

Foundations Meeting

Equipped with the information we've discovered in conversations with you, we develop your plan and proceed to refine it with you. This process involves analyzing data using sophisticated models, determining your financial probability of success, and setting attainable expectations and investment objectives for you to strive for.

Together, we’ll put to work the strategies our team and professional partners have developed to support your individual aspirations and financial goals.

You're In!

Client Profiles

We're most passionate about serving these Gen Y & Z individuals & couples.

 

If you or your significant other answer "Yes" to one or several of these questions, let us know!

Are you an engineer looking to jumpstart your finances?

​​Are you a technologist or crypto investor?

Are you a medical professional with

unique financial needs?

Ready to get started?

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Unlock Confidence For Your Tomorrow.

 

Get To Know Us

Our goal is to build a deep and genuine relationship with you.

Meet Zechariah

Professional Zechariah 👨‍💼
In his role, Zechariah loves the challenge of communicating complex financial information and the joy of building long-term relationships with clients. He begins each of his partnerships with a series of conversations to discover and prioritize his client’s goals and interests. Zechariah is dedicated to his clients and works hard to provide high-quality service to ensure they remain on track to reach their financial goals.

During his schooling, Zechariah discovered his passion for empowering others to achieve financial freedom through tailored education and mentoring. He completed his financial planning degree at Liberty University and has worked at several premium boutique wealth management firms.

One common theme that he noticed during his time working at those firms was the immense challenge that finding excellent, personalized financial help is for young people. He founded Ascent with the objective of providing this group of people with the quality financial help they need.

Weekend Zechariah 😊

I’m all about living life as the adventure that it is! My passions are getting to know people deeply through genuine conversations, discovering unique coffee shops, & exploring the Blue Ridge Mountains, where I live. If I’m not outdoors, then I’m in a coffee shop helping someone reach their financial goals.

I'm a technologist, advocate for accessible financial advice, & excited to be a part of the movement revolutionizing financial planning.

Zechariah Schaefer

Financial Planner

Hometown: Lynchburg, VA

Education:

Liberty University

B.S. in Business Administration

Financial Planning Specialization

Passions:

😁 People. I LOVE people.

📈 Finance (If it wasn't obvious 😂).

🏔 Nature. Hiking & backpacking!

🚀 Blockchain technology. It's sick 🤓.

Interested in Learning More? We'd love to chat. 

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Located in Lynchburg, Virginia

Passionate about serving Gen Y & Z in LYH & Beyond.

Connect With Us

Our goal is to be your trusted financial partner.

We'd love to get to know you and give you a chance to get to know us! Choose one of the options below and we'll get back to you soon.

Send Us A Message

Inquiries

Mailing Address:

Ascent Personal Finance LLC

3300 Odd Fellows Rd Unit 10278

Lynchburg, VA 24506

Email: Zechariah@AscentPersonalFinance.com

Text/Call: 609-772-5665

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Ascent Personal Finance

3300 Odd Fellows Rd Unit 10278

Lynchburg, VA 24506

Get In Touch

Call: 609-772-5665

Follow Us

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Ascent Personal Finance, LLC (“Ascent”) is a registered investment advisor offering advisory services in the State(s) of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Ascent in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ascent, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

© 2020 by Ascent Personal Finance.