Financial Planning

Our financial planners help you make the most of what you have to live your best life.

You won’t achieve your financial goals by accident. OneAscent Wealth’s financial advisors are a sounding board and accountability partner to guide you through complex investment decisions.

Most Americans feel uncertainty and fear when they think about retirement. OneAscent Wealth’s financial planners build long-term relationships based on mutual trust, understanding, and communication so you can have peace that you will live well and finish well. Our team gets to know you to offer portfolio advice that aligns with what’s most important to you. We help develop and implement plans to accomplish your financial goals through an investing strategy that aligns with your values so you can create a legacy for your generations to come.

OneAscent Wealth financial advisors serve clients nationwide from our offices in Birmingham, AL, Albany, GA, Columbia, TN, Pensacola, FL, and Indian Harbor Beach, FL.

While financial planning certainly involves numbers, details, and projections, we don’t believe this is where the conversation should begin.

Your financial plan should start with YOU. When you meet with one of our advisors, they will take the time to learn about you, your family, and your story.

What life experiences have shaped your thoughts and feelings about money and retirement savings?
What is most important to you, and how might your financial resources be better utilized to allow you to focus your time and energy on these things?
What current concerns keep you up at night?
How do you want to be remembered?

By working through these important (but often ignored) questions, your investment advisor will gain invaluable insight to provide financial advice that will help you live your life in alignment with what matters most to you.

Values-Aligned Financial Products and Services

OneAscent Wealth’s financial professionals consult with our clients to tailor a financial strategy based on your values, goals, and stage of their life. We follow a values-aligned approach to financial planning strategies that maximize returns and align with what’s most important to you. Our financial planners provide a range of services to align your values, goals, and strategies. Our planning services include the following: 

Find A Financial Planner

OneAscent Wealth financial advisors provide values-based investment planning for clients nationwide from our offices in: