Live Well. Finish Well.
We help families in Pensacola and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Welcome to OneAscent Wealth Pensacola
Learn more about our team and transition to OneAscent Wealth by using the links below.
Serving Clients in Florida for Over 40 Years
Donna Jordan is Senior Lead Advisor at OneAscent Wealth in Pensacola. She holds the Accredited Investment Fiduciary® (AIF) designation, and is a Chartered Life Underwriter (CLU); and a Registered Health Underwriter (RhU). Ms. Jordan holds a Master’s degree and has over 40 years of experience in a broad range of financial services, including banking, financial planning, mortgage banking, insurance, investment management, and employee benefits. In 2022, Donna Jordan joined the OneAscent Wealth family to expand values-aligned investing options for her 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 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!