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Benjamin Wilhelm

Advisor at OneAscent Financial Services LLC

Updated today

Location

Selinsgrove, PA 17870

Credentials

Series 66

Industry experience

10 years

About

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and utilizes a blend of direct management, third-party managers, and unified managed accounts to implement individualized portfolio strategies.

Client services

Based on OneAscent Financial Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on OneAscent Financial Services LLC

Tax-loss harvesting Options & derivatives strategies Concentrated stock management

Occupation focus

Based on OneAscent Financial Services LLC

Executive Founder/Business Owner

Demographic focus

Based on OneAscent Financial Services LLC

Women's Finance Religious/faith focused

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Fee options

Fixed

Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances

Commissions

Certain professionals are registered representatives and receive customary commissions for insurance and securities sales

Project-based

Financial planning hourly rate between $125 and $500 per hour

Other

Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees

Location

8 Commerce Avenue

Selinsgrove, PA 17870

Most active in

Pennsylvania

Work history

OneAscent Financial Services, LLC

2024 - Present (2 years)

Brokers International Financial Services

2015 - 2024 (9 years)

BlueSkies Wealth Management

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® with 17 years of industry experience and currently serves as the sole advisor at Vision Wealth Advisors, LLC. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Vision Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, high-net-worth households, and employer plan sponsors. The firm uses a modern portfolio theory-based approach combining passive and active funds, individual securities, and cash equivalents to manage discretionary accounts aligned with client goals and risk tolerances.

Business ownership considerations Business exit / sale strategy Retirement withdrawal strategies Cash flow / budgeting General estate planning guidance

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with a Series 65 credential and less than one year of industry experience. His prior work history includes roles at Susquehanna Community Bank and various positions outside the financial sector. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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