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


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.


Harry Pearson

CEO | Senior Lead Advisor

Hays Latimer

Senior Lead Advisor

Heath Morris

Senior Lead Advisor

Tom Powell

Senior Lead Advisor

David Hinshaw

Lead Advisor

Chad Harrison

Lead Advisor

Client Services

Ashley Alliston

Client Relationship Manager

Martin Smith

Client Relationship Manager

Linda West

Client Relationship Manager

Jimmie Lou Pearson

Office Manager

Kelly Mooney

Client Service Associate


Cole Pearson

VP, Investment Solutions

Nathan Willis

Director of Portfolio Strategy

John Siverling

Director of Private Markets &
Impact Advocacy

Will Sorrell

Director of
Values-Based Investing

Tom Mueth

Director of Advisor Engagement

Rob Riley

Investment Analyst


Todd Decker

Chief Growth Officer

Samantha Vance

Director of Marketing

Savannah Stewart

Senior Marketing Associate

Anne-Thomas Proctor

Marketing Associate


Rob Grubb

Founding Member

Charlie Watkins

Chief Financial Officer

TJ Claud

Chief Compliance Officer

Brian Church

Chief Growth Officer

Matthew Moses

VP, Operational Consulting

Wade Johnson

Director, Transition
and Operations

Jamie Labello

Operations Manager

Jennifer Rogers

Director of Advisor Operations

Jonathan Bennett

Senior Accountant

Katie Davis

Senior Accountant

Nathan Whiddon

Operations Associate

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!