Tate Financial Partners was founded in 2023 with the vision to help clients use their resources, including their investment portfolio, to positively impact their homes, their community, and our world.  John Tate uses his experience in working with non-profits, churches, and the financial services industry to find a better way to serve clients. The result is a client-focused, independent, fee-based, fiduciary firm that is centered on helping clients achieve the purpose and peace that is found in living their life aligned with their deepest held values.

Tate Financial Partners offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements., Publication of this profile should not be construed by any consumer and/or prospective client as OAFS’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 OAFS 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.

Tate Financial Partners

This department provides expert advice and strategies for managing investments to optimize client portfolios.

Tate Financial Partners

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Teams

Investment Services

Offices

Tate Financial Partners

Org chart

Teams

Investment Services

Offices

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