If you have a biblical worldview that drives your decision making, including how you manage your money, there is benefit in working with a Certified Kingdom Advisor®.
What is a Certified Kingdom Advisor?
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Financial Planning
How an Advisor Can Add Value to Your Financial Plan
In the age of investment apps and do-it-yourself financial solutions, many people question the need for a financial advisor. While we agree that it’s great to be well-informed about your wealth plan, there are often limitations when you’re on your own.
Making an Impact in Big and Small Moments: with Kelly Mooney
Kelly Mooney is one of OneAscent Wealth’s incredible Client Service Associates, and her love and care for others are evident in every interaction she has with our team and clients. Hear from Kelly as she shares her story and how she finds joy in her role!
5 Financial Roadblocks to Avoid
What’s keeping you from reaching your financial goals? Here are five common financial roadblocks and how to avoid them.
Drawing the Best Out of Others: With Tom Powell
Tom Powell is a Senior Lead Advisor for OneAscent Wealth with 32 years of experience helping families plan and build a lasting family legacy with community impact. Hear from Tom as he shares his story and passions and imparts advice to those considering their legacy.
How Life Experiences Can Shape the Way You Think and Feel about Money: Savers vs. Spenders
Most people are either a “saver” or a “spender”. This preference is one indicator of how you think and feel about money. What shapes these views?
Part of a Mission-Minded Team: With Todd Decker
Todd Decker has been OneAscent Wealth’s Chief Growth Officer since 2020, and his passion to be part of and help build a mission-minded team has been evident every day since. Hear from Todd as he shares his story and how this team has impacted him!
Is Generosity a Spiritual Gift or a Calling?
If you are a follower of Jesus, then God has made you part of His plan and has gifted you to accomplish the works He put you here to do. Ephesians 2:10 says, “For you are His workmanship, created for good works in Christ Jesus, which God has planned beforehand, that you should walk in them.”
Building a Unified Team: With Heather Howell
Heather Howell, Operations Manager for OneAscent Wealth, plays an invaluable role in meeting the needs of our company and team members so we can serve clients well. Hear from Heather as she shares her work experience and passion for working with a Kingdom-focused team!
Financial Considerations when Starting a Business
Starting a business is both an exciting venture and a significant ordeal. You’ve finally taken your passions and ideas from “one day” to “soon.” But there’s a lot of preparation ahead. Here are some financial considerations to remember as you are getting ready to introduce your business to the world.
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.