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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

OneAscent

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. 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. Visit our website: https://oneascent.com

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.

06/02/2026

Click the link below to read the monthly investment commentary:

AI Dominance: Driving Performance Extremes and Igniting Bubble Debates

05/26/2026

Click the link below to read the weekly investment update:

Key Events: Elevated inflation, positive growth signals

05/25/2026

Today we pause to honor those who gave everything — so that we could have everything we hold dear.

Freedom is a gift purchased at great cost. On Memorial Day, we don't take that lightly.

To every family who has lost someone in service to this country — thank you. We remember them today and always.

05/19/2026

Click the link below to read the weekly investment update:

Key Events: Elevated inflation, positive growth signals

05/10/2026

Happy Mother's Day. 💐

To every mom who has quietly sacrificed, steadily guided, and faithfully loved — today we celebrate you.

From our team to your family — thank you for all that you do. Wishing you a beautiful day with the people who matter most.

05/04/2026

Click the link below to read the monthly investment commentary:

April marked a decisive break from March’s market stress, with risk assets staging an aggressive rebound despite escalating geopolitical tensions.

05/01/2026

We’re excited to introduce the newest members of our team!

Each of them brings valuable experience—and even more importantly, a genuine heart for serving others. We’re truly grateful to have them with us.

Join us in welcoming them in the comments!

04/27/2026

We’re looking for a creative Graphic Designer to support marketing initiatives across the OneAscent family of companies by developing brand-aligned visuals for social media, email campaigns, presentations, and other marketing, sales, and advisor support materials. In this role, you’ll design high-quality creative assets while delivering work that is both on time and on brand.

You’ll collaborate with teams across the organization to communicate ideas clearly, strengthen brand consistency, and help share the story of values-aligned investing with advisors and clients nationwide.

Learn more and apply here:
https://www.linkedin.com/jobs/view/4405994934/

04/24/2026

Thank you to those who were able to join us for our Quarterly Market Update webinar.

If you were unable to join, click the link below to watch the replay and receive timely market commentary.

https://bit.ly/4d2Ep5D

04/22/2026

Your client has been intentional about everything — their giving, their career, their family.

But when it comes to investing? They've been locked out of private markets. Too high a minimum. Too complex. Not aligned with their faith.

That's the problem OACOX was built to solve.

The OneAscent Capital Opportunities Fund gives faith-minded investors direct access to private markets — with capital that flows straight to companies building a better world. And now it's available right inside Schwab.

Private markets. Values-aligned. One investment.

See the fund: https://bit.ly/4cJCkug

Address

23 Inverness Center Parkway, Suite B
Birmingham, AL
35242

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12058471343

Website

http://oneascent.com/

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