OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.

Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Investment Management

Personal Finance

Social Impact

OneAscent

This department provides essential administrative assistance to executives and supports organizational operations.

Administrative Support

This department focuses on enhancing the experience and success of advisors through support and operational management.

Advisor Services

This department oversees regulatory compliance and drives strategic growth initiatives for the organization.

Compliance and Growth

This department focuses on promoting the company's products and services, managing branding, and engaging with customers to drive sales.

Marketing Department

This department focuses on enhancing organizational effectiveness and employee performance through strategic development initiatives.

Organizational Development

This department focuses on managing and advocating for private market investments and client relationships.

People (2)

Jobs (0)

Other teams

Advisor Services

Compliance and Growth

Marketing Department

Organizational Development

Private Client Services