Sovereign Private Wealth

Sovereign Private Wealth Pioneers and leaders of stewardship planning and values-based investing without compromise.

Sovereign Financial offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of gen

eral information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’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 OAFS 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.

It is always a privilege for our team to attend and sponsor the Colson Center National Conference! What a great time in ...
06/01/2026

It is always a privilege for our team to attend and sponsor the Colson Center National Conference! What a great time in Knoxville connecting with friends and making new ones. We're looking forward to next year in Charlotte for !

Our Sovereign team is headed to Knoxville this weekend as a proud sponsor of the Colson Center National Conference.
05/27/2026

Our Sovereign team is headed to Knoxville this weekend as a proud sponsor of the Colson Center National Conference.

Do your investments align with your values?

Today, most investors are profiting from activities like abortion, po*******hy, and slave
labor but are totally unaware! Unfortunately, you could be one of them. But you don't
have to be.

At Sovereign Private Wealth, they make sure you are invested in companies you can be
proud to own. They call this Values-Based Investing. Learn more and schedule a free
portfolio audit at www.sovereignpw.com.

Investment advice offered through OneAscent Financial Services, LLC and OneAscent
Wealth Management, LLC, registered investment advisers with the United States
Securities and Exchange Commission.

We remember and honor all who have served and sacrificed for our nation. Happy Memorial Day from your Sovereign team.
05/25/2026

We remember and honor all who have served and sacrificed for our nation. Happy Memorial Day from your Sovereign team.

05/21/2026

Are your investments aligned with your Biblical worldview? At Sovereign Private Wealth, we help families align their investments with what they truly believe.

Our team at Sovereign is honored to return to the Colson Center National Conference as this year's Wilberforce sponsor.
05/11/2026

Our team at Sovereign is honored to return to the Colson Center National Conference as this year's Wilberforce sponsor.

Have you ever wondered if your investments actually align with your values and
contribute to human flourishing?

At Sovereign Private Wealth, they help their clients be good stewards of what’s
entrusted to them—across the board. Sovereign Private Wealth is a fee-only and
independent fiduciary financial planning firm offering services such as Investment
Management, Family Office Services, Retirement Planning, and Tax Strategy.

Learn more and schedule a free portfolio audit at www.sovereignpw.com.

Investment advice offered through OneAscent Financial Services, LLC and OneAscent
Wealth Management, LLC, registered investment advisers with the United States
Securities and Exchange Commission.

It's always an encouragement to learn from and with others who are passionate about integrating faith and finance. Our a...
02/19/2026

It's always an encouragement to learn from and with others who are passionate about integrating faith and finance. Our advisors were thankful to spend last week at the Kingdom Advisors Redeeming Money 2026 Conference.

We hope you are well and that you have not been impacted severely by the recent winter storms across the country. The Gr...
01/26/2026

We hope you are well and that you have not been impacted severely by the recent winter storms across the country. The Greenville, SC area has been dealing with snow and ice, and we wanted to update and ensure you that operations at Sovereign will continue as normal. Our physical location in Greenville is closed temporarily until weather permits, but our Myrtle Beach office is open for in-person visits, and our Greenville team remains available to serve you virtually by phone or video conferencing. If you have any questions or requests, please don't hesitate to reach out.

As always, we are thankful for the opportunity to serve you!

Merry Christmas from Sovereign! May you and yours be blessed this holiday season.
12/25/2025

Merry Christmas from Sovereign! May you and yours be blessed this holiday season.

We are always thankful to serve our clients, and we’re thankful that Thanksgiving gives us the chance to express our app...
11/27/2025

We are always thankful to serve our clients, and we’re thankful that Thanksgiving gives us the chance to express our appreciation! Thank you for your partnership that makes our business and mission possible.

From all of us at Sovereign, have a very happy Thanksgiving!

We’re thrilled to announce that Josh Holland has expanded his role here at Sovereign Private Wealth and will now be serv...
11/12/2025

We’re thrilled to announce that Josh Holland has expanded his role here at Sovereign Private Wealth and will now be serving as a Wealth Advisor in our Myrtle Beach office!

Josh has been an integral part of our team for the past 3½ years, demonstrating outstanding care and dedication to the families he serves. Having lived in Myrtle Beach for over 8 years, Josh has deep roots in this community and a genuine passion for helping others to build lasting financial confidence.

Josh, his wife Lia, and their three (soon to be four!) children love calling Myrtle Beach home and are excited for this next chapter as he continues to grow alongside the families and businesses we serve.

Please join us in congratulating Josh on this exciting new step in his journey with Sovereign Private Wealth!

Address

21 Augusta Street
Greenville, SC
29601

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