Find A Financial Advisor
Learn more about our team to find a trusted financial advisor in Albany who can translate your personal needs into a customized financial strategy.
Senior Lead Advisor
Heath Morris, CFP®
Senior Lead Advisor
David Hinshaw, WMCP®
Client Service Specialist
VP, Investments Solutions
Director of Private Markets & Impact Advocacy
Director of Portfolio Strategy
Senior Portfolio Specialist
Investment Solutions Manager
Chief Growth Officer
Chief Operations Officer
Chief Compliance Officer
Director, Transition and Operations
Director, Strategic Ministry Giving
Serving Investors in Albany for Over 20 Years
Brent Whiddon, Senior Lead Advisor for OneAscent Wealth Management in Albany, GA, began his investment career in 1995. He helped clients in Albany and surrounding cities grow and protect their assets through comprehensive planning and asset management. In 2009, he founded Whiddon Wealth Management to better help clients reach a higher purpose for their wealth and design a lasting legacy for their families.
In 2020, Brent and his team joined OneAscent Wealth to further increase his ability to assist clients with aligning their investments with their values and offer the best possible service to his clients.
OneAscent Wealth provides financial planning services for individuals and businesses, including:
OneAscent Wealth’s advisors understand the complexities of financial decision-making and are prepared to help you navigate all life’s stages. We take the time to explore how you think and feel about money and what matters most to you. We help assess where you are today and where you want to go. And then, we work with you continually to help you stay on course.
Learn more about our financial planning process that will help you find clarity, build confidence, and establish contentment.
Most investment strategies are built around mutual funds or other pooled investment products. But mutual funds can sometimes feel like a mysterious black box. What industries are you invested in? How are profits being generated? What is going on in this “black box,” and what are you profiting from?
At OneAscent Wealth, our proprietary technology allows us to analyze mutual funds and pooled investment products so investors like you can choose which areas and industries you want to promote or avoid. Learn more about values-aligned investing here.
Your values inspire the way you live. Shouldn’t they inspire the way you invest? Reach out to one of our financial planners in Albany today to learn more!
OneAscent Wealth Albany, GA
Our financial advising team in Albany is composed of passionate and committed individuals with many years of experience supporting clients and families in their financial goals.
Our client services specialists, investment strategies, and financial advisors in Georgia are dedicated to helping clients find clarity and contentment in their financial lives. Schedule a consultation today!