Espen Platou

As a Partner and Founding Team Member of Ascent Wealth Solutions, Espen works with growing families, professionals, and clients in their wealth-building years who want to make smart financial decisions as life becomes more complex.

Many of Espen's clients are in their 30s, 40s, and 50s and are balancing career growth, family responsibilities, home ownership, education planning, investing, insurance, and long-term retirement goals. He works across a range of professions rather than a single industry, and helps clients organize competing priorities into a plan that can evolve over time.

Espen has been a financial advisor since 2017. He provides planning across investments, retirement, college funding, estate considerations, risk management, and broader financial organization, and monitors each client's plan so recommendations stay aligned as goals and circumstances change.

His approach is grounded in relationship-building and consistency. He helps clients understand the decisions in front of them, prioritize what matters most, and build confidence that their plan can adapt as life changes.

Securities and investment advisory services offered through Osaic Wealth, Inc.