We're excited to welcome three new team members to OneAscent! ?? Join us in welcoming Susan Culpepper to the Marketing team as a Graphic Designer, Natalie Beckerink, Esq. to the Compliance team as a Compliance Associate, Haley Betsill as an executive assistant. We are thrilled to have them on board and look forward to the amazing contributions they'll bring to OneAscent!
OneAscent
金融服务
Birmingham，AL 581 位关注者
Kingdom-class financial solutions for advisors and investors.
关于我们
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 our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
- 网站
-
https://oneascent.com
OneAscent的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Birmingham，AL
- 类型
- 私人持股
地点
-
主要
获取路线
23 Inverness Center Parkway
US，AL，Birmingham，35242
OneAscent员工
-
Brian Church
Founder, CEO at Advisory DNA, Best Selling Author
-
Phil Shaffer CIMA
Director of Institutional Services @ OneAscent, Outsourced Investment Office, Values Aligned Investing | CIMA
-
Matthew Moses, CAP?
VP, Operational Consulting at OneAscent, Founder of Effective Give
-
Jennifer Rogers
Director of Advisor Operations
动态
-
On this Veterans Day, we extend our deepest gratitude to the brave men and women who have served our country with courage and dedication. Your sacrifice and unwavering commitment to protect our freedoms inspire us all. Thank you to the veterans within our community and across the nation. We are forever grateful for your service!
-
-
We're #hiring a new Tax Associate in Birmingham, Alabama. Apply today or share this post with your network.
-
Thank you to those who were able to join us for our Quarterly Market Update webinar on Tuesday. If you were unable to join, click the link below to watch the replay and receive timely market commentary. https://bit.ly/48f6UZS
-
-
Join us today at 10am CT to hear Cole Pearson and Nathan Willis, CFA, CAIA discuss portfolio positioning and timely market commentary. Register here: https://lnkd.in/eTbN_9BX
-
-
We had a wonderful time at the third OneAscent Advisor Summit! Thank you to the 130+ attendees who joined us in beautiful Destin, Florida. Our deepest desire is to equip advisors to continue impacting the lives of your clients and advance the Kingdom. We are grateful for the opportunity to connect, share, and grow together. We could not have done it without our 11 incredible sponsors Eventide Asset Management GeoWealth Adhesion Wealth Advisor Solutions LifeWise Academy Travel Concierge Axos Advisor Services Crossmark Global Investments, Inc. Fidelity Investments Purshe Kaplan Sterling Investments (PKS) SS&C Technologies Timothy Plan? and worship from the immensely talented Jody McBrayer! We're excited to highlight some of our favorite moments and would love to hear yours! Share your favorite moments with us in the comments below!
-
Join us in extending heartfelt congratulations to Samantha Vance for celebrating 2 years with OneAscent this month! Samantha has been an invaluable asset to our team, bringing hard work and dedication to the table every day. Thank you will for your unwavering commitment to excellence, Samantha!
-
-
?? Exciting News! OneAscent has earned a spot on the 2024 Inc. 5000 list, ranking No. 1100 among America's fastest-growing private companies!?? ? With a three-year revenue growth of 465%, this achievement is a powerful testament to our commitment to empowering advisors and investors to live aligned with their values.?? ? We are incredibly honored to be recognized alongside some of the most dynamic businesses in the country.?? ? Thank you to our dedicated team, trusted advisors, and valued clients for making this possible. Read more about our journey and what this means for our mission! https://lnkd.in/esd9xBxD
-
?? We're Hiring! OneAscent is seeking a driven, detail-oriented professional to join our compliance team as a Compliance Associate! The Compliance Associate will assist in identifying, investigating, and resolving potential compliance related issues. The position requires extensive interaction with advisors throughout the firm’s platform, and the firm’s corporate resource groups. To learn more, click the link below!
We're #hiring a new Compliance Associate in Birmingham, Alabama. Apply today or share this post with your network.