About OneAscent
Trusted partners in restoring harmony between your treasure and your values
OneAscent is one organization with a unified purpose that we achieve through multiple channels. Our structure and holistic capabilities help us offer financial planning, investing, and philanthropic services that align not only with our core values, but also with yours.
We strive for excellence in everything we do across diverse service areas. You can come to us with confidence that we will help you create a lasting legacy that’s completely consistent with what matters most to you.
Our Vision
We are a growing community of empowered advisors and stewards deploying faith-aligned guidance, investments, and giving to bring blessing to all and build up the body of Christ.
Our Objective
We are striving for a day when Christian stewards and advisors never have to choose between upholding their values and achieving their financial goals. The result will be greater freedom, flourishing both for stewards and for beneficial organizations, and glory for the Son of Man.
Our Approach
Through frequent collaboration and communication, we learn what matters most to our clients and advisor partners. From there, we calibrate every aspect of your strategy to consistently support what you believe. We ensure you are deploying resources into investment channels and charitable causes that align with your values.
Together, we celebrate not only progress toward your goals, but also your greater impact. We call this approach the Values-Aligned Journey.
Together, we celebrate not only progress toward your goals, but also your greater impact. We call this approach the Values-Aligned Journey.
Our Services
We offer a full spectrum of financial services to advisors, individuals, families, and institutional clients.
Advisors who partner with us enjoy the freedom to live out their calling and receive the support they need to build a thriving, impactful business. For stewards, we and our advisors provide financial guidance, public and private market investment strategies, and custom philanthropic opportunities.
Find out more about how OneAscent can help you build your legacy.
Find out more about how OneAscent can help you build your legacy.
Our Team and Culture
“Unless the Lord builds the house, those who build it labor in vain.”
Psalm 127:1
From our home office support team to our growing community of more than 70 advisors, we are a team of skilled, purposeful, intentional, humble, hungry, and smart people who love doing excellent work in service of the Kingdom.
Talk with us
Explore advisor partnerships
Your convictions deserve a central place in your firm. Discover how a partnership with OneAscent can help you live, lead, and advise with greater impact.
Invest and plan with OneAscent
The first step toward aligning your finances, assets, and investments with your values is to schedule a consultation with an advisor. Together, we will determine how best to build your legacy to bless generations to come.