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Start planning today... so you may enjoy your tomorrows.

Ascend Planning & Consulting, LLC can help you develop your customized retirement plan.

Inquire with us today and see how we can help you.

Enhancing Financial Decision Making℠

“Nothing can stop the man with the right mental attitude from achieving his goal……”

–Thomas Jefferson

Let Ascend Planning & Consulting, LLC assist you in achieving your financial goals.

Learn about what we do and how our approach may help you achieve your goals.

Enhancing Financial Decision Making℠

While you are working in your business...

Let Ascend Planning & Consulting, LLC assist you to work on your business.

Inquire with us today and see how we can help you.

Enhancing Financial Decision Making℠

Are you meeting your Fiduciary requirements for your Qualified Retirement Plan?

At Ascend Planning & Consulting, LLC, we can act as co-fiduciaries and provide you with the confidence to say "Yes".

Learn about what we do and our approach to help you meet your fiduciary responsibilities.

Enhancing Financial Decision Making℠


Is my family financially secure if something happens to me or my business?

If you are not certain of the answer to this question, Ascend Planning & Consulting, LLC can help.

Learn about what we do and how we may help you provide for those you care about the most.

Enhancing Financial Decision Making℠

 

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Welcome to Ascend Planning & Consulting, LLC

Ascend Planning & Consulting, LLC combines years of experience in wealth and risk management for individuals and business and benefit planning for businesses and professional practices.

Allow us to bring our experience and innovative financial strategies to you and your business.

Business Retirement Plans

  • Qualified Retirement Plans & Fiduciary Services
  • Executive Benefits & Deferred Compensation Plans

Wealth Strategies

  • Financial Planning
  • Wealth Management Strategies
  • Estate Analysis
  • Education Funding

Business Strategies

  • Succession Planning
  • Key Person Programs
  • Employee Benefits

Risk Management

  • Insurance Review & Analysis
  • Retirement Planning
  • Retirement Income Distribution Planning

Looking to learn more?

Get in touch today

Contact Us

Meet our Team

Meet our Team

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With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years.  In addition to...

Mark Swartz, JD, CLU®, ChFC®, CFP®, AIF®, CPFA

President & CEO
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With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative...

Tom Natoli, CFP®, CLU®, ChFC®, AIF®, CPFA

Executive Vice President
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At the core, I’m an analytical person. Data and logic are important to me.  I have an Electrical Engineering degree from Vanderbilt...

Mark S. Dolfis, CFP®, AIF®

Executive Vice President
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In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world.  This career...

TC Fung, CFP®, CLU®

Executive Vice President
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As a regular marathoner and triathlete, I find that the necessary training for a race carries over into my dedication to my clients and the...

Jason Crawford, CFP®, RICP®

Senior Consultant
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I think I have the best career in the world.  It seems hard to believe that I started in this industry over 10 years ago, but when it doesn...

Henry “Hank” J Shields IV, CFP®, AIF®, CPFA

Senior Consultant
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I’ve always had an appreciation of team sports, mainly basketball and football. It’s remarkable how similar the dynamic of team sports...

Tareq Khattar, CFP®, AIF®

Senior Consultant
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I believe in personal responsibility.

I worked for and retired from Capitol Hill.  I have seen how the Federal Government works and...

Doug Menorca, CFP®

Senior Consultant
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For over 25 years I have had the pleasure of working in the Financial Services industry as both a Financial Advisor as well as a manager,...

Mark Dellosso

Senior Consultant
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One of my favorite past-times is watching motor racing. Although motor racing is entertaining, there is a large amount of risk the driver endures...

Aaron Kniss

Consultant
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One of the greatest aspects of this career is that I have the opportunity to learn about people from all walks of life.  Each individual has...

Joseph Staley

Consultant
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I grew up playing football, basketball and soccer my entire life which helped me understand what a collective team atmosphere can accomplish....

Christopher Weins

Consultant
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With my background in estate and tax law and in financial planning, I have worked with numerous financial professionals and their clients on tax,...

Randall McQuin, JD, CFP®

Director of Advanced Planning
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My position provides me the ability to monitor economic and market trends on behalf of our team of financial professionals. I also work...

Dan McNulty, AIF®

Director of Asset Allocation Strategies
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With over 30 years of experience in Human Resources, Tax and Financial Advisory environments, I have developed a focus on accuracy and...

Kathy Delaware

Planning Assistant to Tom Natoli
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With over 20 years of experience in the financial service industry, I have developed a results-oriented, high-energy, hands-on approach to client...

Consuela D. Brown

Registered Planning Assistant to Mark Swartz
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While working in an advising and leadership capacity with Equitable Advisors since 2012, I have learned first-hand how important client...

Michael Battista, CFP®

Planning Coordinator
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Having spent several years as a successful sales professional in the luxury retail market, I have learned the importance of providing exceptional...

Eleanor Getek

Client Relations Coordinator

Resources

Medicare Seminar Q & A Supplement

Submitted by Ascend Planning & Consulting LLC. on October 29th, 2021

Thank you for attending our Medicare Seminar. Please review, and if desired, download and share the attached summary. 

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Identity Theft and Cybercrime Seminar

Submitted by Ascend Planning & Consulting LLC. on October 16th, 2021

Thank you for attending our Identity Theft and Cybercrime Seminar. Please review, and if desired, download and share the attached summary.

  • Read more

The Biden Tax Proposal and What it May Mean to You

Submitted by Ascend Planning & Consulting LLC. on May 12th, 2021

President Biden’s proposed tax platform could lead to major changes to existing federal tax rules applicable to many individuals and businesses. The proposed plan would place more federal taxes on high-income individuals and businesses. There could be sweeping changes aimed at many federal tax categories.

  • Read more

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Contact info

  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

Contact us

Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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