Who We Are

Joyfully serving stewards of families and institutions to impact generations through their living, giving, and investing.

You’re blessed with a distinctive vision for your legacy. We stand poised to keep it a tangible reality for years to come.

By building a solid foundation for current and future generations, we aim to instill a sense of purpose and responsibility in managing your legacy.

With a combined total of over 220 years of industry experience, our skilled team of professionals offers a breadth of knowledge that spans custom-tailored investment strategies to healthy interpersonal relationships—and everything in between.

Together, we’ll work toward benefiting not only your family or institution, but also the broader world, ensuring the lasting impact and legacy of your mission.

We exist to safeguard and enhance the wealth of each family and institution we serve.
We’re committed to empowering you to lead in stewardship and philanthropy.

For Families

Your family is your most important asset. Our goal is help you sustain your legacy for generations.

We cultivate meaningful relationships with you and your family, creating a practical plan that creates flourishing in your relationships, stewardship, and impact. We streamline and coordinate all facets of your wealth journey, facilitating wise wealth transfer and fostering family harmony.

Our comprehensive approach allows you the freedom to wisely use your time, talent, and treasure for what matters most: making a profound impact on the world around you while nurturing the bonds that truly matter.

For Institutions

We develop customized financial solutions that align with your institution’s mission and values.

As your trusted partner and full-service outsourced investment office, we alleviate the frustration of juggling multiple advisors and investment strategies. We curate solutions that furthers your institution’s vision—through investment strategies, philanthropic services, and beyond.

We will work to sustain your institution’s legacy for generations to come.

About OneAscent

OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent Family Offices, OneAscent Investment Solutions, OneAscent Capital, OneAscent Wealth Management, and OneAscent Financial Services each offer a comprehensive suite of faith-driven strategies and solutions designed to help advisors, investors, and stewards live aligned with what they value most.

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.