Ashley Alliston is committed to providing a superior client experience for everyone who walks through OneAscent Wealth's front door or picks up the phone to call. We interviewed Ashley, a Client Service Specialist in our Birmingham office, to learn more about how she became part of the OneAscent Wealth team and her joy in serving clients every day.

What can we accomplish if we are just willing to take the risk? Brent Whiddon, Senior Lead Advisor for OneAscent Wealth has been serving clients in the financial services industry for over 25 years. Through it all, his decisions centered around one question, “How can I serve clients better?”

Many of the financial decisions you make between now and the end of the year can have a significant effect on the taxes you will have to pay in April. Not only are there several tax planning strategies that can help you minimize what you owe next year, but many of these also have charitable giving benefits. Here are some of the most impactful end-of-year considerations for your finances, family, and future!

Heath Morris has been an advisor with OneAscent Wealth for three years, but his passions and motivations led him on a path towards his role here many years ago. We interviewed Heath to learn more about his story and how he came to be an invaluable part of the OneAscent Wealth team!

Values-based investing allows you to choose how your investments make an impact, but did you know that you can do the same with your taxes? The Alabama Accountability Act allows individuals like you to leverage your tax dollars to support children in failing school districts.

For about half our clients, their experience with OneAscent Wealth is their first time reaching out to someone to handle their accounts and investments. Another half of our clients have already worked with a financial advisor and are looking to make a change. This often leads them to one of two questions: “Why do I need a financial advisor?” or “How do I choose the right financial advisor?”

While there are many characteristics mirrored in financial firms across the country, having a true passion for the people you serve is a unique gift. Ben Craft has been a financial advisor for OneAscent Wealth since January 2018. He knew that he wanted to be in financial advising long before he ever joined the OneAscent Wealth team, but it was no coincidence that his journey led him here.

Sometimes the unexpected plans are the ones we were meant for all along. Holden Gully has been a financial advisor for OneAscent Wealth since January of 2021. While his passion for serving clients and creating values-based investing strategies is something that everyone on our team shares, his journey to OneAscent Wealth is a unique one.