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

OneAscent Wealth

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Pensacola, FL
OneAscent Wealth

OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives.

You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions helps you align your Planning, Investment, and Stewardship decisions with what you value most. We're driven by our mission to help stewards thrive in life and legacy.

10/27/2026

Meet our Birmingham-based advisor team.👋

At OneAscent Wealth, we help families find clarity, confidence, and contentment in their financial lives.

Senior Lead Advisors Heath Morris, CFP®, Hays Latimer, CFP®, CRPC®, CKA®, Phil Shaffer CIMA, and Tom Powell CFP, QPA, lead an office built on stewardship. Alongside Chad Harrison, Sam Jauregui, and Chandler Key, they translate each family’s unique needs into a customized strategy that aligns planning, investing, and giving with what matters most.

We joyfully empower stewards to live, give, and invest well, right here in our headquarters city.

Learn more about our Birmingham team: https://oneascent.com/office_location/oneascent-birmingham/

10/23/2026

Most giving decisions get filtered through one lens: tax strategy.

There's a better lens. Choose to support organizations creating the kind of transformational change that matters most to you.

Stewardship isn't just about growing wealth. It's about directing it well.

Learn more about our giving solutions: https://bit.ly/4eZaywt

10/22/2026

The replay of our Q4 Market Update is now available.

Nathan Willis, Peter Klingelhofer, and Cole Pearson share timely market commentary and a look at how portfolios are positioned as we head into the final quarter of 2026.

Watch the full webinar here: https://bit.ly/3W4h51s

10/20/2026

Thank you to everyone who joined us for lunch today, and to Pete Klingelhofer for a great conversation about the long-term investor’s journey! 🙏

Want to keep learning? Join us Tuesday, November 17, from 11:30 AM to 12:30 PM for Intro to Values-Based Investing with Heath Morris.

Save your seat. Space is limited: https://bit.ly/4dQJcav

10/16/2026

Just a few days left to grab a seat! 🍽️

Join us Tuesday, October 20, at 11:30 AM for lunch and Pete Klingelhofer's outlook on the long-term investor's journey. It's in person only, and seats are limited.

Reserve yours: https://bit.ly/46QJURe

10/14/2026

As we head into the final stretch of 2026, where do the markets stand?

Join Nathan Willis, Peter Klingelhofer, and Cole Pearson next Tuesday, October 20th, for our Quarterly Market Update. They’ll walk through what shaped the third quarter, the themes they’re watching now, and how a values-aligned approach to investing fits into the bigger picture.

📅 Tuesday, October 20 | 10 AM CT
💻 Live on Zoom

Faithful stewardship starts with clear understanding. We hope you’ll join us.

Register here: https://bit.ly/3TVGIB0

10/13/2026

Meet Pete Klingelhofer, CFA & CKA. 👋

Pete has been an investor and market strategist for more than 25 years. He's a CFA charterholder and a Certified Kingdom Advisor, and he's passionate about helping people steward their money in ways that reflect their values.

If this sounds like you, join Pete for lunch on October 20 at the OneAscent Birmingham office where he'll discuss the long-term investor journey and how to navigate it.
Save your seat today: https://bit.ly/46QJURe

10/09/2026

Every investment decision weighs return, risk, and time horizon. There's another question worth asking: what do these investments actually support?

Values-aligned investing lets you eliminate businesses that cause harm and elevate those that bless the world, without losing sight of your financial goals.

Learn more: https://bit.ly/4sKJk0x

10/06/2026

In Rembrandt's painting, the disciples fight the waves while Jesus sleeps. Their fear is greatest right when the sea is roughest.

Investing can feel that way too. The long-term journey is less of a straight road and more of an odyssey, with calm waters and storms along the way.

On October 20, Pete Klingelhofer will talk about how to keep your bearings on that journey. Reserve your spot today: https://bit.ly/46QJURe

10/02/2026

A financial plan built on your goals is a good start. A plan built on your why is where clarity begins.

At OneAscent Wealth, we ask deeper questions about what drives your goals, not just what they are. The result is a strategy that brings your milestones and your mission into harmony.

Learn more about our approach to values-aligned financial planning:

https://bit.ly/45lBOjk

Address

1301 N Palafox St, Ste 110
Pensacola, FL
32501

Opening Hours

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

Website

https://oneascentwealth.com/locations/financial-advisors-in-pensacola-fl/?utm_source=fb&utm_medium=yext

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