A complete list of active advisors currently associated with OneAscent Wealth Management
Warmer can help you find a great advisor at OneAscent Wealth Management or one who fits your needs even better.
OneAscent Wealth Management serves individuals (including high‑net‑worth clients), retirement plans, trusts and other institutions, providing discretionary and non‑discretionary asset management, financial planning and consulting, and ERISA investment fiduciary services for pooled retirement plans. The firm manages client assets through separately managed accounts and Unified Managed Accounts (UMAs), and also supports held‑away accounts and fee‑based annuity/insurance arrangements. The firm builds individualized asset‑allocation guidelines using quantitative historical analysis and manager due diligence, allocating to direct securities, mutual funds, ETFs, third‑party managers or proprietary model portfolios as appropriate. OneAscent uses UMA overlay managers (Adhesion Wealth Advisors Solutions and GeoWealth) and offers an optional tax‑overlay service through Adhesion to help manage realized gains, while monitoring transitions and liquidity constraints when moving client assets. Compared with many peers, OneAscent operates from six offices and maintains multiple affiliated entities — including OneAscent Investment Solutions (which sponsors UMAs and registered funds), OneAscent Financial Services (back‑office and platform support) and OneAscent Capital (which sponsors private funds) — and offers access to donor‑advised fund services via a OneGive/CharityVest relationship. Some advisers are separately licensed insurance agents and OneAscent discloses related conflicts of interest (and describes mitigation steps such as written disclosures and a firm Code of Ethics) when recommending affiliated managers, insurance products or platform services.
To learn more about the advisors currently working at OneAscent Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 4
| |
Birmingham, AL
| 0
| |
Birmingham, AL
| 0
| |
Birmingham, AL
| 21
| |
Birmingham, AL
| 21
| |
Pensacola, FL
| 4
| |
Birmingham, AL
| 3
| |
Albany, GA
| 31
|
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