Additional information

History:

Eric Martin and Greg Eissner's paths first crossed in 1992 while asscoiated with a Pleasant Hill financial planning firm. In 1999 they met Keith Wardin who's group benefit plan expertise was the perfect complement. Together, we founded Martin, Wardin & Eissner Financial Group in 2000 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones.

We think we've greatly improved upon the model.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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