Oneascent Financial Services LLC

OneAscent Financial Services LLC offers comprehensive wealth management, asset management, and financial planning services to individuals, families, businesses, and retirement plans. The firm builds customized investment portfolios using direct securities, mutual funds, exchange-traded funds, and third-party managers, often utilizing Unified Managed Accounts through affiliated and independent platforms. OneAscent is a biblically-based firm focused on helping clients align their financial resources with their personal values. In addition to core investment management, the firm provides retirement planning, tax preparation assistance, financial consulting, and outsourced services for other financial professionals. Clients can work with various specialized advisor teams across the country. OneAscent manages assets on both a discretionary basis (making trades without prior approval) and a non-discretionary basis (consulting clients before making changes), and also offers automated investment programs and cash management solutions.