About OneAscent
OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.
OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate clients’ unique personal needs into a customized strategy. Our comprehensive suite of solutions helps clients align their planning, investment, and stewardship decisions with what they value most.
OneAscent Financial Services provides a platform for faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth, and amplify their impact.
OneAscent Investment Solutions empowers investors to align their wealth with their values by developing investment solutions designed to help them reach their financial goals. Our broad suite of investment solutions includes turnkey models, individual sleeves, exchange-traded funds, direct indexing sleeves, and target date funds that combine a disciplined investment process and a commitment to values-based investing.
OneAscent Capital develops faith-driven, private market solutions for values-aligned investors and institutions. Our investment approach seeks to invest in people who can have a meaningful and positive impact on humankind and who are aligned with our Christian values.
OneAscent Family Offices joyfully empowers stewards to live, give, and invest well to impact generations for the glory of God. Our mission is to provide families the services and knowledge to protect and enhance wealth, pursue stewardship, ensure generational security, and bolster Kingdom impact.
Advisory DNA is a consulting firm that provides advice and guidance to financial advisors and firm owners interested in exploring ways to maximize their calling through new partnerships or unique organic and inorganic growth initiatives.
Excellence in Giving (EIG) is a leading faith-based philanthropic advisory and research firm located in Colorado Springs, CO. For over two decades, EIG has provided clarity and confidence to clients striving to make a positive impact on the world. With more than 125 years of collective experience, the team is uniquely positioned to offer data-driven insights, valuable relational networks, and evidence-based solutions to both individual and institutional clients.