Live Well. Finish Well.

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

Contact Us

Columbia, TN

710 N. Main Street, Suite 100 | Columbia, TN 38401

(931) 240-0003

brent.whiddon@oneascent.com

Find A Financial Advisor

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

Advisors

Brent Whiddon

Senior Lead Advisor

Heath Morris

Senior Lead Advisor

Investments

Cole Pearson

VP, Investment Solutions

Nathan Willis

Director of Portfolio Strategy

Peter Klingelhofer

Director of Research,
Senior Portfolio Manager

John Siverling

Director of Private Markets &
Impact Advocacy

Tom Mueth

Director of Advisor Engagement

Rob Riley

Investment Analyst

Marketing

Todd Decker

Chief Growth Officer

Samantha Vance

Director of Marketing

Savannah Stewart

Senior Marketing Associate

Anne-Thomas Proctor

Marketing Associate

Susan Culpepper

Graphic Designer

Operations

Rob Grubb

Founding Member
COO

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

Jennifer Rogers

Director of Advisor Operations

Jamie Labello

Operations Manager

Katie Davis

Senior Accountant

Nathan Whiddon

Operations Associate

Serving Investors in Columbia, TN for over 20 Years

Brent Whiddon, Senior Lead Advisor for OneAscent Wealth Management in Columbia, TN began his investment career in 1995. He helped clients grow and protect their assets through comprehensive planning and asset management. In 2009, he founded Whiddon Wealth Management to better help clients in Georgia and Tennessee to 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:

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 Coumbia today to learn more!

OneAscent Wealth Columbia, TN

Our financial advising team in Columbia is composed of passionate and committed professionals with many years of experience supporting clients and families in their financial goals.

Our client services specialists, investment strategies, and financial advisors in Tennesse are dedicated to helping clients focus on stewardship, generosity, and contentment in their financial lives. Schedule a consultation with us today!

Schedule A Consultation Today!