Live Well. Finish Well.

We help families in Birmingham, Alabama, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.

 

Birmingham, AL

23 Inverness Center Parkway | Birmingham, AL 35242

(205) 313-9142

wealth@oneascent.com

 

Find A Financial Advisor

Learn more about our team to find a trusted financial advisor in Birmingham who can translate your personal needs into a customized financial strategy.

Advisors

Harry Pearson, CFP®, CRPC®

Harry Pearson, CFP®, CRPC®

CEO | Sr. Lead Advisor

Hays Latimer, CFP®, CRPC®

Hays Latimer, CFP®, CRPC®

Senior Lead Advisor

Heath Morris, CFP®

Heath Morris, CFP®

Senior Lead Advisor

Tom Powell, CFP®, QPA®

Tom Powell, CFP®, QPA®

Senior Lead Advisor

Ben Craft

Ben Craft

Lead Advisor

David Hinshaw, WMCP®

David Hinshaw, WMCP®

Advisor

Chad Harrison

Chad Harrison

Retirement Plan Advisor

Client Services

Lisa Matthews

Lisa Matthews

Client Service Specialist

Ashley Alliston

Ashley Alliston

Client Service Specialist

Kelly Mooney

Kelly Mooney

Client Service Associate

Jimmie Lou Pearson

Jimmie Lou Pearson

Office Manager

Investments

Cole Pearson

Cole Pearson

VP, Investments Solutions

John Siverling

John Siverling

Director of Private Markets & Impact Advocacy

Nathan Willis

Nathan Willis

Director of Portfolio Strategy

Tom Mueth

Tom Mueth

Senior Portfolio Specialist

Will Sorrell

Will Sorrell

Investment Solutions Manager

Rob Riley

Rob Riley

Investment Analyst

Marketing

Todd Decker

Todd Decker

Chief Growth Officer

Savannah Stewart

Savannah Stewart

Marketing Associate

Operations

Rob Grubb

Rob Grubb

Chief Operations Officer

TJ Claud

TJ Claud

Chief Compliance Officer

Charlie Watkins

Charlie Watkins

VP, Finance

Wade Johnson

Wade Johnson

Director, Transition and Operations

Adrian VanderWoude

Adrian VanderWoude

Director, Strategic Ministry Giving

Heather Howell

Heather Howell

Operations Manager

Jamie Labello

Jamie Labello

Operations Manager

Jonathan Bennett

Jonathan Bennett

Senior Accountant

Ross Thompson

Ross Thompson

Operations Associate

Julianne Sparkman

Julianne Sparkman

Executive Assistant

Serving Clients in Birmingham for Over 25 Years

Harry Pearson is CEO and Co-Founder of OneAscent Wealth. After many years serving clients in the Birmingham area through financial planning, he felt led by the Lord to open his own practice where he could have a greater Kingdom focus. Harry founded OneAscent in 2017 to assist his firm and others across the country to advise with values-aligned, Kingdom-driven excellence. OneAscent Wealth exists to serve families by encouraging generosity, faithful stewardship, and the ability to align their investments with their values. 

OneAscent Wealth provides financial planning services for individuals and businesses, including: 

Our Approach

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. 

Values-Based Investing

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 Birmingham today to learn more!

OneAscent Wealth Birmingham, AL

Our financial advising team in Birmingham, AL is composed of passionate and committed individuals with many years of experience supporting clients and families in their financial goals. We have a team of client services specialists, investment strategists, and financial advisors dedicated to helping clients find clarity and contentment in their financial lives. Schedule a consultation today!

OneAscent Wealth Management, LLC
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