Live Well. Finish Well.

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

Indian Harbour Beach, FL

2020 Hwy A1A | Indian Harbour Beach, FL 32937

(321) 777-2990

mark.tevebaugh@oneascent.com

 

Find A Financial Advisor

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

Advisors

Mark Tevebaugh

Senior Lead Advisor

Heath Morris

Senior Lead Advisor

Client Services

Paul Cywinski

Client Service Specialist

Investments

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

Marketing

Todd Decker

Chief Growth Officer

Samantha Vance

Director of Marketing

Savannah Stewart

Senior Marketing Associate

Anne-Thomas Proctor

Marketing Associate

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

Jonathan Bennett

Senior Accountant

Katie Davis

Senior Accountant

Nathan Whiddon

Operations Associate

Serving Clients in Florida for Over 20 Years

Mark Tevebaugh is Senior Lead Advisor at OneAscent Wealth in Indian Harbor Beach. He founded Tevebaugh and Associates in 2004 to fulfill his passion for helping clients become good stewards in all areas of their lives. Over the next 16 years, Tevebaugh and Associates grew to serve families throughout Florida and around the country with Biblical advice on investing and managing money. In 2020, Tevebaugh and Associates joined the OneAscent Wealth family to expand values-aligned investing options for their 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 Indian Harbor Beach today to learn more!

OneAscent Wealth Indian Harbor Beach, FL

Our financial advising team in Brevard 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!