Aligning Values with
Planning, Investing, & Giving
Do your investments align with your values?
OneAscent Founded
Employees
Firms
Total Assets ($B)*
Advisors
OneAscent Founded
Employees
Firms
Total Assets ($B)*
Advisors
OneAscent Founded
Employees
Firms
Total Assets ($B)*
Advisors
Data is as of September 30, 2024.
*Total assets defined as assets under management, assets under advisement, and assets under administration as of September 30, 2024. Assets under management include assets managed by OneAscent Financial Services, LLC, OneAscent Wealth Management, LLC, and OneAscent Family Office, LLC. Assets under advisement is defined as qualified plan consulting business performed by OneAscent Financial Services, LLC and OneAscent Wealth Management, LLC. Assets under administration is defined as assets from RIA Partners who have engaged OneAscent Financial Services, LLC to perform back-office services.
For Financial Advisors
Faith-driven advisor, join our growing ecosystem of advisors equipped to gain freedom, stimulate growth, and amplify their impact.
Built by advisors for advisors, OneAscent Financial offers a transferable platform and tools to help you differentiate your firm by providing freedom, scale, and organic and inorganic growth opportunities, and by helping you maximize your impact.
For Individual Investors
We help clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your personal needs into a customized strategy.
Our comprehensive suite of solutions help you align your planning, investment, and stewardship decisions with what you value most.
We free up your time and clear away complexity so that you can focus on what matters most: building relationships and passing on your values.
For Institutions
As a mission-driven organization ourselves, we understand how integral your institution’s vision is. Our team of seasoned professionals works closely with you to develop customized solutions tailored to your organization’s unique needs and objectives.
In addition, we offer retirement plan services for your company’s greatest asset: your people. We empower your employees to live aligned with their values.
Kingdom-driven.
Our business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources.
Our Story
After serving at one of the largest firms in the country as a nationally recognized advisor for nearly two decades, our Founding Principal and CEO, Harry Pearson, felt a tug to expand how he operated to further empower his clients to feel fully aligned with their investing efforts.Â
Even though peers and leaders loved him, they continued to affirm that they were not about what he was about. Corporate financial firms can offer so much to their clients, but are not built to be nimble and focused on the values of the clients they serve. Harry knew his experience was not an isolated one and felt called to do something about it.