Serving Clients in Pensacola, Florida

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

• Financial Planning
• Investment Management
• Estate Planning
• Tax Planning
• Retirement Plan Services

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 Pensacola today to learn more!

OneAscent Wealth Pensacola, FL

Our financial advising team in Escambia County, FL 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!