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7633 East 63rd Place
Suite 530
Tulsa, OK 74133

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Ascendus Financial Advisors

(918) 254-0433

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tom K. Barclay, CPA, CFP

LPL Financial Advisor

918-336-0008

918-336-7608

Growing up next door to a stockbroker, and having made his first investment at age 12, Jeff has always had a passion for what this industry can do for individuals.  After graduating from the University of Kansas, Jeff spent time in...

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