Our Story
While he remained for a number of years at his former firm, the Lord used that time to transform his heart and give him a vision for a new kind of firm. Eventually, his colleagues told him they loved him, but they would never approach advising the same way.
He knew it was time to create a place where both believers and nonbelievers could come for personal and purposeful services. For believers, Harry wanted to draw out the values and convictions God had already placed in them and then guide them to align their financial and investing decisions accordingly.
OneAscent, and our growing community of advisors and stewards, is the realization of that calling.
We are driven by a different set of questions.
We believe we are stewards, not owners.
The impact that we strive for each day is to help more believers to understand their role as God’s stewards. Then, together, we deploy God’s capital into businesses, organizations, and charities that bring blessing and lift up the Son of Man.
Our greatest impact is yet to come.
*Total assets defined as assets under management, assets under advisement, and assets under administration as of December 31, 2025. Assets under management include assets managed by OneAscent Financial Services, LLC, OneAscent Wealth Management, LLC, and OneAscent Family Office, LLC. Assets under advisement is defined as qualified plan consulting business performed by OneAscent Financial Services, LLC and OneAscent Wealth Management, LLC. Assets under administration is defined as assets from RIA Partners who have engaged OneAscent Financial Services, LLC to perform back-office services.
- What we believe
Do what is right, always
We embarked on our journey with a distinct approach. Instead of adhering to a demanding, all-or-nothing career path, we prioritized balance and well-being. We provided an opportunity to find fulfillment in both your professional and personal life, placing importance on family and engaging in impactful projects alongside companies within your community.
Our core principle was to invest in people, communities, and the success of our clients. Consistently recognized as a top workplace, Beratung has garnered a reputation for creating an environment where individuals thrive. We proudly serve more than half of the Fortune 100 companies and a third of the Fortune 500, while also collaborating with startups, not-for-profit organizations, and a myriad of innovative entities.
- Our purpose
Insight to light
by challenging traditional thinking and ways of operating and bringing new perspectives to the toughest problems
Drive inspired impact
by looking beyond the next deadline to the next decade and by collaborating closely with our clients to enable and energize their organizations.
Conquer complexity
by discovering unique sources of competitive advantage and hidden truths in dynamic, complex systems.
Lead with integrity
by confronting the hard issues, staying true to our values, and stating our views candidly and directly.
Grow by growing others
enabling our clients, colleagues, and the broader community to build success and achieve their full potential.
How we work
Transforming organizations sustainably. Unlocking performance excellence.
Nurturing thriving workforces for generations. Partner with us for success.
Innovation & Technology
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