Financial Advisors
However, many advisors lack the freedom they need to fully
incorporate their faith into their client interactions, services, and impact.
Perhaps you have considered more deeply aligning your vocation with your beliefs but struggled to find the freedom and support you need.
OneAscent is a community of advisors for advisors. Together, we are approaching our field differently.
Join us to gain freedom, stimulate growth, and amplify the impact you make through your business and for the Kingdom.
Pursue your Preferred Future
We will work together to identify your current reality and what we call your preferred future, which is where you hope to go.
Often, when we first meet advisors, their current direction–or probable future–will not get them there. But, with the right support, their goals are within reach. So are yours.
Whether you want to become independent with a trusted partner, or whether you want to remain in your current firm with the added support to align your practice with your values, we can help.
Utilize a comprehensive approach to investing and stewardship.
Focus on your highest and best use
OneAscent’s tailored platform and solutions were created by advisors and for advisors to help you grow your business and impact the Kingdom.
Our Platform
Our Solutions
Planning
Align every decision around who your clients are and what matters most.
The financial plan you help them create implements their values with wisdom, preparedness, and purpose.
Investing
Empower your clients to invest in values-aligned strategies across public and private markets without compromising quality or performance.
Through our tools and research capabilities, we support our advisors to help their clients intentionally pursue tailored portfolios with the right risk tolerance.
Giving
Integrate generosity into your holistic financial planning to help your clients create a lasting impact.
Streamline donor-advised funds with OneGive, our proprietary giving tool.
Offer insights-driven philanthropic advisory without spending hours on manual research.
Thrive in your deeper calling
We are here to equip you to achieve a flourishing career, faithfully guide your clients, and advance the Kingdom.
Hear from other advisors
“The process OneAscent took us through to determine our Preferred Future started with prayer and that’s what we found to be vastly different from other organizations.
In addition, they spent a lot of time getting to know who we are, who we serve, what we were looking to accomplish in the future, and how to better serve [our clients].
And then their team helped map out where are we today versus how are we going to get there long term.”
Brad Nelson
“ When we joined OneAscent, we found that the client acquisition process tied with the investment process really freed us to our highest and best use for our clients. Our business has grown substantially because of it, and our clients love it.”
