Take Control of Your Financial Future with a Certified Financial Advisor in Maryland

Secure your family’s financial future with Infinite Banking in Maryland, guided by the expert team at Ascendant Financial.

Baltimore's Inner Harbor, with waterfront yachts and turquoise glass towers of the downtown skyline

Escape Traditional Financial Limits and Take Ownership of Your Wealth

More Marylanders are stepping away from conventional banking and investing paths that no longer serve their goals. The Infinite Banking Concept (IBC) allows you to redirect how money moves in your life, building a secure, flexible system that works in your favor.

With help from an Ascendant financial advisor, you can:

Tap into tax-advantaged growth

Borrow from your policy’s cash value without it being taxed. Your capital keeps working behind the scenes, compounding uninterrupted.

Access funds when you need them

IBC gives you control of your money. Use your capital on your own terms, without dependence on banks or restrictions from market timing.

Start no matter where you’re at

Whether you’re in Baltimore, Annapolis, or Frederick, Infinite Banking is for anyone ready to think differently about building wealth.

Get tailored financial education and advice

Your advisor will build a custom strategy aligned with your goals, cash flow, and long-term vision.

We’ve changed 1,400+ lives. Will you be one of them?

Is Ascendant Financial Right For You?

You have many choices for financial consultants in Maryland, but you’re in the right place if you want a transformative approach to financial health and wellness.

Financial freedom takes some work and dedication to put into place. Your Ascendant advisor will guide you every step of the way when implementing your Infinite Banking Concept.

Contact us to get started. A team member will reach out within one business day and work with you to design your IBC Policy over the coming weeks.

Those who succeed are:

Coachable and open to learning

Respectful, responsible, and kind

Have family values

Driven to secure your financial future

Ready to take the powerful first step to take control of their financial world.

Connect with a Local Financial Planner in Maryland

Your journey starts with a better understanding. Watch our free, on-demand Infinite Banking webinar.
When you’re ready, we’ll connect you with a certified financial consultant near you.

FAQs

What does a financial advisor in Maryland do?

A financial advisor helps you navigate your financial situation, offering advice on investing, retirement planning, and debt management. This allows you to streamline your cash flow, returns, and financial liquidity. Working with a financial advisor can often help you develop a personalized financial plan to guide you through various life stages.

Is Infinite Banking safe?

Yes, Infinite Banking is safe if you are driven to do the work involved. It allows you to access tax-free growth and bypass market volatility, while gaining better control of your money.

Can anyone use the Infinite Banking Concept, or is it just for the wealthy?

You don’t have to be a millionaire to use the Infinite Banking Concept (IBC). Our financial advisors work closely with you to teach you how to invest, borrow, and save money to build generational wealth for you and your family, regardless of your experience or income.

How long does it take to get started with Infinite Banking?

You can be on your way to becoming your own banker in as little as a day. First, watch our webinar to understand IBC. Then, get in touch with us. A financial advisor will contact you in 24 hours with next steps.

How is Ascendant Financial different?

At Ascendant Financial, we lead with education. We are committed to empowering you to take control of your financial future with confidence. While you can purchase a policy anywhere, we help you properly structure and implement a custom-made policy, so you can build wealth, access your capital, and achieve long-term financial freedom.

When is the best time to work with a financial advisor?

Anytime is the right time to get help with your finances. Whether you’re just starting to build wealth or managing existing assets, a financial advisor can help you avoid mistakes and improve outcomes through strategic planning.

How do I find the right advisor?

When you contact us, we’ll gather information about your goals and situation. Then we’ll assign an advisor who has the experience and approach that best fits your needs. This ensures you’re working with someone who understands your financial priorities.

Is it worth working with a financial advisor?

Yes. Quality financial guidance helps you avoid costly errors, uncover better strategies, and stay accountable to your goals. The right advisor can bring clarity, structure, and long-term value to your financial life.