Individuals and Families

Creating impactful legacies of stewardship

Your legacy is not the dollar amount you invest, give, or pass down. It’s the difference you make when you intentionally manage your resources in alignment with your values.

OneAscent’s values-aligned approach provides the guidance you need to build a legacy of faithful living, giving, and investing.

What is your ideal legacy?

What is your ideal legacy? We all make financial decisions with a goal in mind. We save, plan, and invest to prepare for the unexpected, plan for coming milestones, and provide for the next generation.

What if these goals, while worthwhile and beneficial, are just the beginning?

Consider what else you could accomplish if you aligned your financial decisions with your deeply-held beliefs and values.

Explore Our Services

Many stewards are not empowered to reach their full potential

The idea of an impactful legacy appeals to most people, but getting there can be challenging.
Most families do not have access to an advisor to help teach and support a biblical worldview of money.
Many investors are not aware they can align their investments with their deeply-held faith and values.
Most families do not have a unified, multi-generational strategy for intentional generosity.
That is why less than 1% of Christian stewards have aligned their assets with their values.*
*Source: Cerulli; Gallup – between 20-25% of US adults identify as Christians and have attended church within the past week; Kingdom Advisors; Brightlight

Your preferred future is within your reach.

Our advisors can help you take steps toward your ideal legacy. We call it your preferred future.

It is the specific financial and lifestyle outcome you deliberately design and aspire to achieve, and it represents your deepest values, priorities, and aspirations.

Our three main service areas, and the tools and resources we offer along the way, have been designed to help you reach your preferred future.

Our Services

Plan
Create and follow a framework for wise decision-making that supports your goals and values.
Explore
Invest
Elevate businesses whose products and practices align with your values.
Explore
Give
Make the biggest difference possible with intentional generosity and administrative simplicity.
Explore

The Values-Aligned Journey

Our services all operate within a holistic framework called the Values-Aligned Journey. It unites each aspect of your financial strategy with your values to bring you closer to true flourishing.

Discovery

Understand what matters most to you and unify multi-generational families around a shared mission

Alignment

Bring financial decisions and investments into harmony with what you value
Manage generational wealth with intention and clarity through OneAscent’s Stewardship 360™ approach.

Impact

Measure and celebrate tangible outcomes generated when resources align with your preferred future
About The Values-Aligned Journey

What our clients are saying

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Our advisor really shows he cares through his process. He engages with us and truly understands our wants, needs, and desires for our investments.

Harris & Cyndi Wheeler

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

I receive excellent service at OneAscent. The staff is very knowledgeable, caring, and kind. I know they are following the Lord as they choose the best options for my situation. Through our Lord they work with the right people and know what stock to use. I love working and talking with my advisor and the client service team. They are wonderful, helpful, and very great in what they do.

Mary Morgan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

At OneAscent, we get personalized, knowledgeable, accessible support in making our investment decisions. The investment choices that our advisor suggests align with our Christian values and beliefs. We know we’ll receive good help in choosing the type and timing of investments that best fit our assets, risk tolerance, etc.

Johnny & Karen H.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

OneAscent not only shares our values but surpasses our expectations for service. They came highly recommended by our friends, and we now highly recommend them to others! Our advisor provides direction for us, taking special care to ask questions and to keep us on track with our vision of management of finances in our marriage. The client service staff are incredibly hospitable and welcoming when we come to the office in person. We certainly are not the biggest account that OneAscent handles, but we appreciate the fact that status does not dictate the help we receive.

Shannon Cress
OneAscent Wealth Management, LLC (“OAWM”) is a registered investment adviser with the United States Securities and Exchange Commission. The content presented is an unpaid testimonial given by a current client. OAWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAWM or any unaffiliated third party. Past performance may not be representative of future results. All investments are subject to loss.

Your greatest impact is yet to come.

Talk with an advisor to align your planning, investing, and giving for a fruitful and faithful legacy.

Get Started