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info@oneascent.com

Who We Serve
Who We Serve

Financial Advisors

Our Platform

Our Solutions

Individuals & Families

Creating impactful legacies of stewardship

Family Offices

Helping you steward your wealth with purpose

Institutions

Stewarding your mission through faith aligned investments and philanthropy
What We Do
What We Do

Our Approach

Values-Aligned Journey

Values-Aligned Investing

Financial Planning

We will work together to identify your preferred future

Investment Solutions

Public Markets

Individual Sleeves

Target Date Funds

ETFs

Turnkey Models

Direct Indexing Sleeves

Private Markets

OneAscent Capital Impact Fund

OneAscent Capital Opportunities Fund

Giving Solutions

Personalized philanthropic services that facilitate Kingdom impact
News & Insights
News & Insights

Investment Updates, Market Updates, Monthly Investment Updates

Monthly Update – October 2026

News

OneAscent Names Monica Stoudemire Chief Compliance Officer

Stay Informed

Explore our latest articles, company updates, and thought leadership on values-aligned investing and financial strategies.

Market Updates

Webinars

In the News

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Who We Are

Who We Are

About OneAscent

Trusted partners in restoring harmony between your treasure and your values

Our Story

We believe we are stewards, not owners At OneAscent, we believe God is the ultimate owner.

Our Team

OneAscent is your trusted team of values-focused partners striving for excellent service and impact.
Work With Us

Work With Us

Contact Us

We welcome your inquiries and look forward to assisting you. Please don’t hesitate to reach out.

Locations

Connect with one of our partner firms deploying values-aligned planning, investing, and giving.

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Aligning Values with Planning, Investing, & Giving

Our business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources.

Who We Are

About OneAscent
Our Story
Our Team
Contact Us

Who We Serve

Financial Advisors
Individuals & Families
Family Offices
Institutions

What We Do

Our Approach
Investment Solutions
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OneAscent

100 Grandview Place, Suite 200, Birmingham, AL 35243
(205) 313-9142
info@oneascent.com

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Who We Serve

Financial Advisors

Individuals & Families

What We Do

Values-Aligned Journey

Values-Aligned Investing

Financial Planning

Investment Solutions

Individual Sleeves

Target Date Funds

Exchange Traded Funds

Direct Indexing Sleeves

Private Markets

OneAscent Capital Impact Fund

OneAscent Capital Opportunities Fund

Giving Solutions

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About OneAscent

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Work With Us

Contact

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Get In Touch

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Values-Alignment Assessment

1Choose Investments To Avoid

2Choose Investments To Support

3Do You Know?

4Tell Us How To Reach You

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This field is for validation purposes and should be left unchanged.
Untitled
Do your investments align with your values?

When you invest you become a shareholder or owner. As an owner, it’s important to know how the companies you’re invested in make money.

Please select any products or services that you want to actively avoid promoting or profiting from.

Fieldset Description

Values Against*
- Abortion
- Alcohol
- Gambling
- Tobacco
- Adult Entertainment
- Predatory Lending
- Human Rights Violations
- Cannabis
- Other

Other Products & Services You Want to Avoid

Enter Other Products & Services You Want to Avoid

Now that you’ve identified what you’d like to avoid, let’s identify what you’d be proud to own.

The institution of business has a unique ability to fill a need, create value and positively impact the world.

Please select any products or services that you want to actively promote or profit from that are positively impacting the world.

Fieldset Description

Values Support*
- Flourishing Families
- Sanctity of LIfe
- Quality Healthcare
- Education Access
- Affordable Housing
- Dignifying Vocations
- Economic Advancement
- Environmental Stewardship
- Viewpoint Diversity
- Equal Opportunity
- Fair Labor
- Thriving Communities
- Other

Other Products & Services You Want to Promote

Enter Other Products & Services You Want to Promote

Most Important YES NO*
Thanks for sharing what is most important to you!

Based on these answers, do you know if your current investments align with your values?
- Yes
- No

That’s great! We believe questions like these are extremely important and it seems like you do too!

If you would like to continue the conversation and learn how OneAscent can integrate your values into your entire financial plan, please share your info below and we’ll reach out.
Don't worry, you are not alone!

Our technology allows us to screen your current investments against the values you’ve just listed as most important and simply let you know where you stand. If there are any violations, we’ll recommend alternative options and help you make the changes. We’ll just need a bit of info to get started.
My name is
First Name*
Last Name*
. I have
Asset Range*
in cash and investment accounts. I am currently
Age Range*
years old and I am currently
Retirement Status*
. My email is
Email*
, my phone number is
Phone*
, and my zip code is
Address*
ZIP Code
and I heard about OneAscent through
How did you hear about us?*

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