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  • Who We Serve

    Who We Serve

    Financial Advisors

    • Our Platform
    • Our Solutions

    Individuals & Families

    Creating impactful legacies of stewardship

    Family Offices

    Helping you steward your wealth with purpose

    Institutions

    Stewarding your mission through faith aligned investments and philanthropy
  • What We Do

    What We Do

    Learn the story behind OneAscent’s founding and our mission to help believers align finances with values.

    Our Approach

    • Values-Aligned Journey
    • Values-Aligned Investing

    Financial Planning

    We will work together to identify your preferred future

    Investment Solutions

    • Public Markets
    • Individual Sleeves
    • Target Date Funds
    • ETFs
    • Turnkey Models
    • Direct Indexing Sleeves
    • Private Markets
    • OneAscent Capital Impact Fund
    • OneAscent Capital Opportunities Fund

    Giving Solutions

    Personalized philanthropic services that facilitate Kingdom impact
  • News & Insights

    News & Insights

    • Investment Updates, Market Updates, Weekly Investment Updates
    Weekly Investment Update March 9, 2026
    • News, Partnerships
    Ascension Wealth Management Joins OneAscent’s Growing Advisor Network

    Stay Informed

    Explore our latest articles, company updates, and thought leadership on values-aligned investing and financial strategies.
    Market Updates
    Webinars
    In the News
    View All
  • Who We Are

    Who We Are

    About OneAscent

    Trusted partners in restoring harmony between your treasure and your values

    Our Story

    We believe we are stewards, not owners At OneAscent, we believe God is the ultimate owner.

    Our Team

    OneAscent is your trusted team of values-focused partners striving for excellent service and impact.
  • Work With Us

    Work With Us

    Contact Us

    We welcome your inquiries and look forward to assisting you. Please don’t hesitate to reach out.

    Locations

    Connect with one of our partner firms deploying values-aligned planning, investing, and giving.
    Discover how OneAscent equips financial advisors with values-based tools and support for their practice.

    Partner With Us

    It’s daunting to build a financial firm all on your own. Thankfully, there’s a better way.

Linda West

Back to our people

Linda West

Client Relationship Manager

  • Information
Division

OneAscent Family Offices, OneAscent Wealth

Department

Client Services

Location

Birmingham, AL

  • About Linda West
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Aligning Values with Planning, Investing, & Giving

Our business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources.

Who We Are
  • About OneAscent
  • Our Story
  • Our Team
  • Contact Us
Who We Serve
  • Financial Advisors
  • Individuals & Families
  • Family Offices
  • Institutions
What We Do
  • Our Approach
  • Investment Solutions
  • Giving Solutions
OneAscent
  • 23 Inverness Center Parkway Birmingham, AL 35242
  • (205) 313-9142
  • info@oastg.oneascent.com
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Who We Serve
Financial Advisors
Our Platform
Our Solutions
Individuals & Families
Family Offices
Institutions
What We Do
Our Approach
Values-Aligned Journey
Values-Aligned Investing
Financial Planning
Investment Solutions
Public Markets
Individual Sleeves
Target Date Funds
Exchange Traded Funds
Turnkey Models
Direct Indexing Sleeves
Private Markets
OneAscent Capital Impact Fund
OneAscent Capital Opportunities Fund
Giving Solutions
News & Insights
Blog
Who We Are
About OneAscent
Our Story
Our Team
Work With Us
Contact
Locations
Partner With Us

Get In Touch

Email Address:
info@oastg.oneascent.com
Phone Number:
(205) 847-1343
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Values-Alignment Assessment

1Choose Investments To Avoid
2Choose Investments To Support
3Do You Know?
4Tell Us How To Reach You
  • This field is for validation purposes and should be left unchanged.
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  • Do your investments align with your values?

    When you invest you become a shareholder or owner. As an owner, it’s important to know how the companies you’re invested in make money.

    Please select any products or services that you want to actively avoid promoting or profiting from.

  • Fieldset Description
    • Enter Other Products & Services You Want to Avoid

  • Now that you’ve identified what you’d like to avoid, let’s identify what you’d be proud to own.

    The institution of business has a unique ability to fill a need, create value and positively impact the world.

    Please select any products or services that you want to actively promote or profit from that are positively impacting the world.

  • Fieldset Description
    • Enter Other Products & Services You Want to Promote

  • Thanks for sharing what is most important to you!

    Based on these answers, do you know if your current investments align with your values?

  • That’s great! We believe questions like these are extremely important and it seems like you do too!

    If you would like to continue the conversation and learn how OneAscent can integrate your values into your entire financial plan, please share your info below and we’ll reach out.

  • Don't worry, you are not alone!

    Our technology allows us to screen your current investments against the values you’ve just listed as most important and simply let you know where you stand. If there are any violations, we’ll recommend alternative options and help you make the changes. We’ll just need a bit of info to get started.

  • My name is
  • . I have
  • in cash and investment accounts. I am currently
  • years old and I am currently
  • . My email is
  • , my phone number is
  • , and my zip code is
  • and I heard about OneAscent through