About Us

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management makes a positive impact and blesses humanity through values-based investing. We are driven by our mission to help stewards thrive in life and legacy.

OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.

OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most.