Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 6/1/25). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors helps ensure that we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved.
This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV only.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
PM-03092027-6604263.2.1
As a Microsoft Certified Partner, we leverage technology to create software solutions that move your business forward. Whether it’s customizing off-the-shelf products, integrating your current systems for more efficiency, or creating ground-up solutions catered to your business, we can deliver solutions to help you sell more and manage less.
From Fortune 500 companies to small businesses, right here in Cleveland and nationwide, Elite Business Solutions designs and develops business-critical applications that help you reduce costs and deploy cutting-edge technology solutions to even the most complex business problems. We take our 15 year track record of success, proven processes, and talented project teams and combine them to create a technology solution catered to your individual needs.
But don't just take our word for it. Here are what some of our clients have to say:
“Elite completely revolutionized our processes in ways we didn’t even know were possible. Together we created a finely tuned, integrated solution that changed the face of our business. Elite understands some of our internal processes better than our own employees do! That intimate understanding of our operations and ability to add such incredible value to our process has paved the way for the continued organic growth of our business. They are more than just a smart development company, they are a true partner!”
-Greg M, Director of Operations
“We met with multiple firms across the country, but Elite stood out from the first meeting. They demonstrated that they were more than just developers – the business acumen they displayed made us feel like we had a partner that understood our goals and objectives, not just how to code it. They’ve been able to question our thinking and offer new ideas that has ultimately led to a stronger and more stable solution. We’ve been extremely pleased with the quality and speed of the work by Elite.”
-John C, Managing Partner
Dynamic Consulting is a Microsoft Gold partner that provides consulting services to support successful implementations and strategic management of Microsoft Dynamics solutions. They design, implement and maintain business ready Microsoft solutions with strict compliance to standard functionality and upgradability. Their goal is to guide clients through the difficulties inherent to IT projects. By leveraging Microsoft best practices in project approach and application use their customers realize higher return on investment, lower their total cost of ownership and gain long term competitive advantages within their market.