BIRMINGHAM, Ala., Sept. 15, 2021 – OneAscent Financial is proud to announce its partnership with Adventure Financial, based in Trevor, Wisconsin. OneAscent Financial provides the freedom and solutions for faith-driven advisors to gain independence, grow their business and impact the Kingdom. Partnership with Adventure Financial will allow OneAscent to further expand its network and serve more clients across the U.S.
“We’re so excited to partner with an organization whose values align with ours. This partnership will allow us to focus on our clients and grow our business,” said Suzuanne Foster, founder of Adventure Financial.
Foster has over 17 years of experience as an advisor and said that she loves to educate her clients on how to take care of their resources and maximize what God has given them. OneAscent Financial was first introduced to Foster at the beginning of 2021 and knew that her company would be a strong addition to OneAscent’s network.
“We are thrilled to partner with Suzuanne and the team at Adventure Financial in the Kingdom work they are doing,” said OneAscent Financial President and Co-Founder Rob Grubb. “It’s an honor to be Adventure Financial’s strategic partner as they empower their clients to align their values with their investments.”
This partnership will allow OneAscent to continue to expand into new markets that have been served well by Foster and her team for years. Adventure Financial will begin working with OneAscent immediately to provide values-aligned investing and financial planning to its clients.
OneAscent is a family of companies committed to delivering Kingdom-class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by the mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. OneAscent’s business model reflects the belief that financial planning and wealth management are engaged partnerships between clients, financial advisors and investment resources. In these areas, OneAscent strives for clarity, communication and unity. OneAscent is headquartered in Birmingham, Alabama, and serves clients through office locations across the U.S.
For more information about OneAscent Financial, please visit https://financial.oneascent.com/