OneAscent Celebrates Expansion Into Georgia, Florida, And Tennessee

December 17, 2020

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OneAscent Celebrates Expansion Into Georgia, Florida, And Tennessee

This year OneAscent Wealth acquired three new offices in Albany, GA, Indian Harbour Beach, FL, and Columbia, TN, to continue growing its team of financial advisors that serve clients nationwide.

This expansion included the acquisition of Whiddon Wealth Management and Tevebaugh & Associates, as these firms join our team to provide values-based investing to clients who desire to align their finances and personal values. We are excited to engage in this partnership with Brent Whiddon and Mark Tevebaugh and their teams. 

This expansion allows us to continue expanding into these markets that have been well served by the Whiddon and Tevebaugh teams for years. Additional growth included several new team members, as OneAscentWealth onboarded six Lead Advisors, five Client Service Specialists, and six operations support staff. 

We are blessed to experience growth amidst a year of challenges and are excited to engage in new opportunities that these new partnerships will provide. This growth is expected to continue in 2021, as the company is expecting another office with four more team members to join OneAscent Wealth in early January. 

Continued Commitment

We continue to be committed to delivering Kingdom-class financial solutions to advisors and investors. OneAscent Wealth advisors are dedicated to helping individuals and institutions find clarity, confidence, and contentment in their financial lives. We are honored to partner with our clients as we help them align their planning, investment, and stewardship decisions with what they value most. 

 

Our financial advisors are here to serve you! If you have questions or need to talk with an advisor, contact us today and we can assist you with any of your financial needs.

Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.   

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OneAscent Celebrates Expansion Into Georgia, Florida, And Tennessee”},”source”:{“query”:{“name”:””},”props”:{“_condition”:{“filters”:{“condition”:”!!”},”name”:”title”}}}},{“name”:””,”type”:”text”,”props”:{“margin”:”default”,”column_breakpoint”:”m”,”content”:”

This year OneAscent Wealth acquired three new offices in Albany, GA, Indian Harbour Beach, FL, and Columbia, TN, to continue growing its team of financial advisors that serve clients nationwide.\n

This expansion included the acquisition of Whiddon Wealth Management and Tevebaugh & Associates, as these firms join our team to provide values-based investing to clients who desire to align their finances and personal values. We are excited to engage in this partnership with Brent Whiddon and Mark Tevebaugh and their teams.\u00a0\n

This expansion allows us to continue expanding into these markets that have been well served by the Whiddon and Tevebaugh teams for years. Additional growth included several new team members, as OneAscentWealth onboarded six Lead Advisors, five Client Service Specialists, and six operations support staff.\u00a0\n

We are blessed to experience growth amidst a year of challenges and are excited to engage in new opportunities that these new partnerships will provide. This growth is expected to continue in 2021, as the company is expecting another office with four more team members to join OneAscent Wealth in early January.\u00a0\n

Continued Commitment\n

We continue to be committed to delivering Kingdom-class financial solutions to advisors and investors. OneAscent Wealth advisors are dedicated to helping individuals and institutions find clarity, confidence, and contentment in their financial lives. We are honored to partner with our clients as we help them align their planning, investment, and stewardship decisions with what they value most.\u00a0\n

\u00a0\n

Our financial advisors are here to serve you! If you have questions or need to talk with an advisor, contact us today and we can assist you with any of your financial needs.”},”source”:{“query”:{“name”:””},”props”:{}}},{“type”:”html”,”props”:{“content”:”

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Past performance may not be representative of future results. \u202fAll investments are subject to loss.\u202f Forecasts regarding the market or economy are subject to a wide range of possible outcomes. \u202fThe views presented in this market update may prove to be inaccurate for a variety of factors.\u202f These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. \u202fPlease contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.\u202f\u202f\u00a0″,”text_align”:”left”,”text_size”:”small”,”text_color”:”muted”}}]}]}]}],”version”:”2.2.2″} –>

Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.