A complete list of active advisors currently associated with OneAscent Financial Services LLC

Warmer can help you find a great advisor at OneAscent Financial Services LLC or one who fits your needs even better.

OneAscent Financial Services LLC is a registered investment adviser serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and brokerage customers. The firm offers discretionary and non‑discretionary asset management, Unified Managed Accounts, financial planning, ERISA investment fiduciary services, tax preparation arrangements, and back‑office services for other RIAs. Portfolios are managed on an individualized basis using direct securities, mutual funds, ETFs, third‑party managers, and model‑based UMAs delivered through its affiliate OneAscent Investment Solutions LLC (OAIS) and overlay managers such as Adhesion and GeoWealth; clients may also access automated strategies through Schwab’s Institutional Intelligent Portfolios and tax‑overlay options. OneAscent provides additional solutions including outsourced CIO and CCO services, held‑away account management via Pontera, and a cash management option through Flourish Cash. Distinctive aspects disclosed in the brochure include that some professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., enabling them to transact broker‑dealer products, and that certain advisors arrange or provide accounting and tax preparation services for clients — relationships the firm notes as potential conflicts of interest and that are relatively uncommon for enterprise advisers. The firm also integrates donor‑advised fund access (OneGive/CharityVest), affiliated private‑fund activity through OneAscent Capital, and a stated biblically based advisory orientation, creating a broader mix of service lines than many peers.

To learn more about the advisors currently working at OneAscent Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.