Broker Check

Our Services

We offer two main services through OneAscent Financial Services LLC:  Financial Planning and Investment Management.  You are welcome to engage in either or both.  Many of the clients we serve feel the best recipe for pursuing their goals comes from an engagement in both at some point.

In Investment Management we sit down with you and come up with a way to invest your money based on your risk tolerance, conservative to aggressive.  We can help you understand and manage risk in long-term investing.

In Financial Planning we work to answer your questions about how to pursue your financial goals. Setting goals is hard to do knowing plans can change but goals are important.  Be sure to set your goals in sand not in concrete knowing they can change.

Products and Services 

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer  tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business Retirement Plans

Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.  

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help. 


The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

Our Process

Gain a professional perspective – and clear direction – for your financial journey with OneAscent Financial Services LLC, Managed Allocation Portfolios and Strategic Portfolio Allocation programs. 

Our History

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Our Values

Learn about the education investing options available to you, and start investing for your child’s future today. 

Our Resources

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan. 

Call us today to discuss your financial aspirations. 

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.

Thank you!