Our Solutions
Integrate faith-aligned planning, investing, and giving into your practice
Whether you are seeking independence with a trusted partner or looking to integrate faith-aligned strategies into your existing firm, OneAscent can help you deploy values-aligned financial planning, investing, and giving.
With our unified framework, supportive technology, and helpful resources, you can serve clients in a way that is consistent with your faith and that differentiates you in the marketplace.
With our unified framework, supportive technology, and helpful resources, you can serve clients in a way that is consistent with your faith and that differentiates you in the marketplace.
Solutions for stewards guiding stewards
At OneAscent, we believe that we are all stewards. Individually, we are responsible for managing our personal wealth. As advisors, we are also stewards of our clients and practices.
Our solutions were designed for advisors to guide other faithful stewards in holistic, faith-based financial strategies that build legacies and the Kingdom.
Our solutions were designed for advisors to guide other faithful stewards in holistic, faith-based financial strategies that build legacies and the Kingdom.
Planning
Create and guide clients through the Values-Aligned Journey, which facilitates wise decision-making that supports their goals.
Investing
Elevate businesses through private and public markets whose products and practices align with your clients’ values.
Giving
Help your clients to make the biggest difference possible with intentional generosity and administrative simplicity.
A holistic framework for values-aligned guidance
Each solution–planning, investing, and giving–works together within our proprietary framework, the Values-Aligned Journey, to move clients closer to their preferred financial futures.
The Values-Aligned Journey promotes the self-discovery, relational harmony, and vision-casting your clients need to make their planning, investing, and giving work together. The result is a lasting legacy for their family that honors God and blesses others.
To empower you as you walk them through the Values-Aligned Journey, we have created a tool called Align. This proprietary software empowers you to facilitate deep conversations, helps to unify your clients’ faith and actions, and differentiates your firm.
Align: Your tool to facilitate impactful conversations that set you apart
Align is our proprietary and exclusive tool that supports advisors in deploying faith-aligned guidance, investing, and giving. Align offers the technology you need to offer a digital-first, comprehensive, and faith-based approach with every client.
Stand out as a firm that consistently and intentionally integrates not only your faith and values, but also those of your clients, across every facet of a complete financial strategy.
With Align, you can seamlessly guide your clients through values-aligned planning, investing, and giving.
Stand out as a firm that consistently and intentionally integrates not only your faith and values, but also those of your clients, across every facet of a complete financial strategy.
With Align, you can seamlessly guide your clients through values-aligned planning, investing, and giving.
Milestones:
What’s going on in your clients’ financial lives today?
Perspectives:
How do they
think and feel
about money?
Priorities
What matters most to your clients?
Investments:
Do their investments align with their values?
Generosity
What lasting impact do they want to make?
Hear from advisors like you.
“I had attempted to develop some of my own strategies using values-based investing, and what I quickly realized is that there are others who are much more capable, that have done this for a lot longer than I have, and I can just simply plug in to what OneAscent [is] already doing. And it’s been just a fantastic option that’s been available to me.”
Cameron Collier, Flight Financial
CFP™, CKA®
Deploy faith-based solutions wherever you are
Today is the day to start integrating your values and your vocation. Talk with us about how you can partner with our growing community of advisors advancing the Kingdom and transforming lives.
Request a Demo
Align is our proprietary and exclusive tool that supports advisors in deploying faith-aligned guidance, investing, and giving. Align offers the technology you need to offer a digital-first, comprehensive, and faith-based approach with every client.